-100.0%
SOXS vs GEN
+385.1%
-485.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.7% | -2.1% | -7.8% |
| 7D | -15.6% | -0.7% | -14.9% | -16.6% |
| 30D | +4.8% | +2.6% | +2.1% | +7.1% |
| 3M | -21.6% | +15.8% | -37.4% | -13.4% |
| 6M | -99.3% | +33.1% | -132.5% | -99.2% |
| YTD | -99.5% | +11.3% | -110.8% | -99.5% |
| 1Y | -99.8% | +1.7% | -101.4% | -99.8% |
| 3Y | -100.0% | +58.1% | -158.1% | -100.0% |
| 5Y | -100.0% | +20.6% | -120.6% | -100.0% |
| 10Y | -100.0% | +149.0% | -249.0% | -100.0% |
| All | -100.0% | +385.1% | -485.1% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded GEN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling