-99.7%
SOXS vs EXR
-1.5%
-98.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +0.6% | +7.5% | +8.0% |
| 7D | -9.4% | -3.2% | -6.2% | -9.2% |
| 30D | +6.2% | -6.9% | +13.0% | +6.7% |
| 3M | -28.0% | -7.8% | -20.2% | -28.4% |
| 6M | -99.2% | -4.9% | -94.3% | -99.0% |
| YTD | -99.5% | +7.2% | -106.6% | -99.4% |
| 1Y | -99.7% | -1.5% | -98.2% | -99.7% |
| All | -99.7% | -1.5% | -98.2% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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