-91.6%
SOXS vs KHC
+11.6%
-103.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.8% | +5.0% | +2.5% |
| 7D | +46.7% | +6.6% | +40.0% | +33.5% |
| 30D | +97.0% | +16.5% | +80.5% | +62.0% |
| 3M | +39.5% | -3.0% | +42.5% | +46.5% |
| 6M | -54.9% | +17.4% | -72.3% | -59.8% |
| YTD | -90.4% | +10.3% | -100.7% | -91.3% |
| 1Y | -91.6% | +12.5% | -104.1% | -92.5% |
| All | -91.6% | +11.6% | -103.3% | -92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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