-91.6%
SOXS vs CVX
+47.0%
-138.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -3.7% | +12.5% | +15.2% |
| 7D | +46.7% | -5.3% | +52.0% | +60.0% |
| 30D | +97.0% | +5.1% | +91.9% | +78.4% |
| 3M | +39.5% | +14.9% | +24.6% | +6.9% |
| 6M | -54.9% | +14.9% | -69.8% | -64.7% |
| YTD | -90.4% | +46.3% | -136.7% | -92.5% |
| 1Y | -91.6% | +47.0% | -138.7% | -93.6% |
| All | -91.6% | +47.0% | -138.6% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 CVX 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