-99.8%
SOXS vs GE
+22.8%
-122.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +1.1% | -11.3% | -8.3% |
| 7D | -7.0% | -1.6% | -5.4% | -9.3% |
| 30D | +2.8% | -11.6% | +14.4% | -17.4% |
| 3M | -9.8% | +3.0% | -12.9% | +0.4% |
| 6M | -99.2% | -0.5% | -98.7% | -97.8% |
| YTD | -99.5% | +9.7% | -109.2% | -98.4% |
| 1Y | -99.8% | +20.0% | -119.8% | -99.2% |
| All | -99.8% | +22.8% | -122.6% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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