-99.8%
SOXS vs NIO
-37.4%
-62.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -1.6% | -8.6% | -11.2% |
| 7D | -7.0% | -13.0% | +6.1% | -15.0% |
| 30D | +2.8% | -18.3% | +21.1% | -9.4% |
| 3M | -9.8% | -33.2% | +23.4% | -28.4% |
| 6M | -99.2% | -21.5% | -77.7% | -99.2% |
| YTD | -99.5% | -25.5% | -74.0% | -99.5% |
| 1Y | -99.8% | -38.0% | -61.8% | -99.8% |
| All | -99.8% | -37.4% | -62.4% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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