-91.6%
SOXS vs DKS
-29.5%
-62.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +7.7% | +1.1% | +10.2% |
| 7D | +46.7% | +8.4% | +38.2% | +48.7% |
| 30D | +97.0% | +7.7% | +89.3% | +98.9% |
| 3M | +39.5% | -25.8% | +65.3% | +21.5% |
| 6M | -54.9% | -31.0% | -23.9% | -61.9% |
| YTD | -90.4% | -23.8% | -66.6% | -90.4% |
| 1Y | -91.6% | -29.8% | -61.8% | -92.0% |
| All | -91.6% | -29.5% | -62.2% | -92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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