-91.6%
SOXS vs DBX
+22.5%
-114.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.3% | +5.5% | +6.0% |
| 7D | +46.7% | -1.1% | +47.8% | +48.0% |
| 30D | +97.0% | +5.0% | +91.9% | +89.6% |
| 3M | +39.5% | +4.6% | +34.9% | +35.1% |
| 6M | -54.9% | +43.9% | -98.9% | -62.5% |
| YTD | -90.4% | +29.9% | -120.2% | -91.5% |
| 1Y | -91.6% | +24.6% | -116.3% | -92.6% |
| All | -91.6% | +22.5% | -114.2% | -92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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