-91.6%
SOXS vs JOBY
-67.8%
-23.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.1% | +4.6% | +13.5% |
| 7D | +46.7% | -0.6% | +47.2% | +46.7% |
| 30D | +97.0% | -12.6% | +109.6% | +73.9% |
| 3M | +39.5% | -36.6% | +76.2% | -12.5% |
| 6M | -54.9% | -43.0% | -11.9% | -67.5% |
| YTD | -90.4% | -61.7% | -28.6% | -94.1% |
| 1Y | -91.6% | -65.8% | -25.9% | -95.1% |
| All | -91.6% | -67.8% | -23.8% | -95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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