-91.6%
SOXS vs EXE
-18.4%
-73.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -2.9% | +11.7% | +9.9% |
| 7D | +46.7% | -4.7% | +51.3% | +49.3% |
| 30D | +97.0% | +1.0% | +95.9% | +95.5% |
| 3M | +39.5% | -5.6% | +45.2% | +43.3% |
| 6M | -54.9% | -12.3% | -42.6% | -52.6% |
| YTD | -90.4% | -19.5% | -70.9% | -90.0% |
| 1Y | -91.6% | -18.9% | -72.8% | -91.0% |
| All | -91.6% | -18.4% | -73.2% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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