-99.8%
SOXS vs LIN
+1.1%
-100.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.9% | -3.0% | -3.8% |
| 7D | -15.6% | -3.5% | -12.1% | -13.8% |
| 30D | +4.8% | -4.1% | +8.8% | +7.4% |
| 3M | -21.6% | -6.4% | -15.3% | -18.1% |
| 6M | -99.3% | -2.4% | -96.9% | -99.3% |
| YTD | -99.5% | +10.9% | -110.5% | -99.5% |
| 1Y | -99.8% | 0.0% | -99.8% | -99.8% |
| All | -99.8% | +1.1% | -100.9% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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