-99.8%
SOXS vs NUE
+82.6%
-182.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.5% | -9.7% | -11.0% |
| 7D | -7.0% | +4.2% | -11.2% | -1.4% |
| 30D | +2.8% | -5.0% | +7.8% | -4.4% |
| 3M | -9.8% | -0.2% | -9.6% | -12.4% |
| 6M | -99.2% | +49.1% | -148.3% | -96.8% |
| YTD | -99.5% | +61.0% | -160.5% | -97.9% |
| 1Y | -99.8% | +82.5% | -182.3% | -98.8% |
| All | -99.8% | +82.6% | -182.4% | -98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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