-99.8%
SOXS vs FIVN
+20.3%
-120.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.4% | -6.9% | -5.6% |
| 7D | -4.7% | -7.8% | +3.1% | -4.6% |
| 30D | +7.7% | -1.7% | +9.5% | +7.8% |
| 3M | -10.2% | +47.2% | -57.3% | -11.2% |
| 6M | -99.2% | +82.7% | -181.9% | -99.1% |
| YTD | -99.5% | +52.9% | -152.4% | -99.5% |
| 1Y | -99.8% | +17.5% | -117.2% | -99.8% |
| All | -99.8% | +20.3% | -120.1% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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