-99.8%
SOXS vs NIO
-36.7%
-63.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.1% | -8.6% | -3.4% |
| 7D | -4.7% | -2.9% | -1.9% | -6.4% |
| 30D | +7.7% | -18.7% | +26.5% | -6.0% |
| 3M | -10.2% | -29.4% | +19.3% | -28.3% |
| 6M | -99.2% | -32.5% | -66.7% | -99.3% |
| YTD | -99.5% | -27.6% | -71.9% | -99.5% |
| 1Y | -99.8% | -39.2% | -60.5% | -99.8% |
| All | -99.8% | -36.7% | -63.1% | -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