-91.6%
SOXS vs EQX
+7.1%
-98.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +12.8% | -4.0% | +17.1% |
| 7D | +46.7% | +7.6% | +39.0% | +53.5% |
| 30D | +97.0% | +0.4% | +96.5% | +99.5% |
| 3M | +39.5% | +18.0% | +21.6% | +61.7% |
| 6M | -54.9% | -18.4% | -36.6% | -52.9% |
| YTD | -90.4% | -19.3% | -71.1% | -89.5% |
| 1Y | -91.6% | +9.2% | -100.9% | -87.2% |
| All | -91.6% | +7.1% | -98.7% | -87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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