-99.8%
SOXS vs FLEX
+101.0%
-200.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +7.2% | -12.8% | +5.4% |
| 7D | -4.7% | +5.7% | -10.5% | +4.8% |
| 30D | +7.7% | -7.0% | +14.8% | +0.8% |
| 3M | -10.2% | -23.8% | +13.7% | -17.6% |
| 6M | -99.2% | +82.6% | -181.9% | -91.4% |
| YTD | -99.5% | +91.6% | -191.1% | -93.8% |
| 1Y | -99.8% | +100.6% | -200.3% | -96.0% |
| All | -99.8% | +101.0% | -200.8% | -96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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