-91.5%
SOXS vs CVE
+59.0%
-150.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | +0.5% | -22.8% | -22.2% |
| 7D | -5.1% | -10.1% | +5.0% | -5.7% |
| 30D | +60.4% | -12.1% | +72.5% | +58.7% |
| 3M | +32.7% | -1.9% | +34.6% | +31.9% |
| 6M | -36.2% | -1.8% | -34.3% | -36.7% |
| YTD | -90.9% | +65.8% | -156.7% | -89.5% |
| All | -91.5% | +59.0% | -150.5% | -90.1% |
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