-99.8%
SOXS vs EXEL
+48.5%
-148.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.3% | -3.3% | -6.6% |
| 7D | -4.7% | -4.9% | +0.1% | -7.0% |
| 30D | +7.7% | +11.4% | -3.7% | +13.9% |
| 3M | -10.2% | +4.9% | -15.0% | -7.9% |
| 6M | -99.2% | +34.4% | -133.6% | -99.0% |
| YTD | -99.5% | +28.0% | -127.6% | -99.4% |
| 1Y | -99.8% | +43.6% | -143.4% | -99.7% |
| All | -99.8% | +48.5% | -148.3% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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