-87.2%
SOXS vs LYV
+26.7%
-113.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.2% | -1.1% | +40.3% | +38.6% |
| 7D | +94.9% | +1.9% | +92.9% | +96.9% |
| 30D | +174.1% | +5.5% | +168.6% | +182.0% |
| 3M | +82.4% | -1.2% | +83.7% | +80.1% |
| 6M | -27.7% | +15.3% | -43.0% | -17.6% |
| YTD | -86.6% | +27.2% | -113.8% | -83.5% |
| 1Y | -87.2% | +34.5% | -121.6% | -83.8% |
| All | -87.2% | +26.7% | -113.9% | -83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV 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 LYV 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