-99.8%
SOXS vs GE
+14.7%
-114.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.8% |
| 7D | -4.7% | -4.0% | -0.8% | -11.3% |
| 30D | +7.7% | -11.4% | +19.1% | -12.8% |
| 3M | -10.2% | -2.6% | -7.5% | -11.2% |
| 6M | -99.2% | -0.3% | -98.9% | -97.9% |
| YTD | -99.5% | +5.4% | -104.9% | -98.6% |
| 1Y | -99.8% | +15.5% | -115.3% | -99.2% |
| All | -99.8% | +14.7% | -114.4% | -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