-91.6%
SOXS vs MKC
-18.2%
-73.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.4% | +3.3% | +1.3% |
| 7D | +46.7% | +9.6% | +37.1% | +30.9% |
| 30D | +97.0% | +12.0% | +84.9% | +74.0% |
| 3M | +39.5% | -2.0% | +41.5% | +44.7% |
| 6M | -54.9% | +7.2% | -62.1% | -56.2% |
| YTD | -90.4% | -23.7% | -66.6% | -88.7% |
| 1Y | -91.6% | -18.3% | -73.3% | -91.1% |
| All | -91.6% | -18.2% | -73.4% | -91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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