-99.7%
SOXS vs DAL
+30.6%
-130.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.6% | +8.7% | +7.1% |
| 7D | -9.4% | -0.6% | -8.8% | -10.1% |
| 30D | +6.2% | -13.5% | +19.6% | -14.7% |
| 3M | -28.0% | +2.6% | -30.6% | -19.5% |
| 6M | -99.2% | +32.7% | -131.9% | -97.1% |
| YTD | -99.5% | +13.6% | -113.1% | -98.4% |
| 1Y | -99.7% | +28.8% | -128.6% | -99.1% |
| All | -99.7% | +30.6% | -130.4% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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