-100.0%
SOXS vs DRI
+353.8%
-453.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.1% | -6.7% | -4.4% |
| 7D | -4.7% | -3.2% | -1.5% | -7.9% |
| 30D | +7.7% | -7.8% | +15.6% | -1.5% |
| 3M | -10.2% | +0.4% | -10.5% | -12.6% |
| 6M | -99.2% | +4.8% | -104.0% | -99.1% |
| YTD | -99.5% | +16.7% | -116.3% | -99.4% |
| 1Y | -99.8% | +1.5% | -101.2% | -99.7% |
| 3Y | -100.0% | +56.3% | -156.2% | -100.0% |
| 5Y | -100.0% | +66.4% | -166.4% | -100.0% |
| All | -100.0% | +353.8% | -453.8% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded DRI 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling