-91.6%
SOXS vs GE
+8.3%
-99.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.7% | +6.0% | +12.3% |
| 7D | +46.7% | +9.4% | +37.3% | +64.7% |
| 30D | +97.0% | +7.5% | +89.4% | +117.6% |
| 3M | +39.5% | -12.5% | +52.1% | +16.4% |
| 6M | -54.9% | +17.8% | -72.7% | -37.3% |
| YTD | -90.4% | +7.4% | -97.8% | -86.9% |
| 1Y | -91.6% | +8.9% | -100.5% | -89.5% |
| All | -91.6% | +8.3% | -99.9% | -89.5% |
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