-91.6%
SOXS vs GDXJ
+19.5%
-111.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +9.6% | -0.9% | +19.5% |
| 7D | +46.7% | -0.2% | +46.8% | +45.9% |
| 30D | +97.0% | -7.6% | +104.6% | +84.0% |
| 3M | +39.5% | +2.3% | +37.3% | +51.4% |
| 6M | -54.9% | -7.8% | -47.1% | -47.3% |
| YTD | -90.4% | -8.4% | -82.0% | -86.8% |
| 1Y | -91.6% | +21.8% | -113.4% | -79.3% |
| All | -91.6% | +19.5% | -111.1% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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