-91.6%
SOXS vs EXC
+1.0%
-92.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.6% | +7.1% | +5.8% |
| 7D | +46.7% | +3.3% | +43.4% | +39.6% |
| 30D | +97.0% | +13.3% | +83.7% | +63.9% |
| 3M | +39.5% | +1.8% | +37.7% | +35.7% |
| 6M | -54.9% | +1.1% | -56.0% | -53.6% |
| YTD | -90.4% | +9.0% | -99.4% | -90.2% |
| 1Y | -91.6% | +3.4% | -95.0% | -91.9% |
| All | -91.6% | +1.0% | -92.7% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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