-93.1%
SOXS vs CVE
+61.2%
-154.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +1.2% |
| 7D | -43.7% | +4.6% | -48.3% | -43.2% |
| 30D | +22.2% | -12.0% | +34.2% | +22.1% |
| 3M | +13.0% | -3.8% | +16.8% | +13.2% |
| 6M | -47.7% | -2.7% | -44.9% | -47.8% |
| YTD | -92.5% | +73.6% | -166.1% | -90.9% |
| 1Y | -93.1% | +62.0% | -155.1% | -91.8% |
| All | -93.1% | +61.2% | -154.3% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CVE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling