-100.0%
SOXS vs EQIX
+34.9%
-134.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.4% | -6.9% | -3.3% |
| 7D | -4.7% | +0.2% | -4.9% | -4.1% |
| 30D | +7.7% | -2.5% | +10.2% | +4.7% |
| 3M | -10.2% | 0.0% | -10.1% | -6.4% |
| 6M | -99.2% | +7.6% | -106.8% | -99.1% |
| YTD | -99.5% | +37.5% | -137.0% | -99.2% |
| 1Y | -99.8% | +32.9% | -132.7% | -99.6% |
| 3Y | -100.0% | +42.8% | -142.7% | -100.0% |
| All | -100.0% | +34.9% | -134.9% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 5y: compounded portfolio wealth divided by compounded EQIX 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…
5y analysis · Full analysis span regression · 6 months rolling