-100.0%
SOXS vs OPEN
-74.0%
-26.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.7% |
| 7D | -4.7% | -11.4% | +6.7% | -8.6% |
| 30D | +7.7% | -20.1% | +27.8% | +0.4% |
| 3M | -10.2% | -37.6% | +27.4% | -20.4% |
| 6M | -99.2% | -47.1% | -52.1% | -99.4% |
| YTD | -99.5% | -52.1% | -47.4% | -99.6% |
| 1Y | -99.8% | -73.5% | -26.3% | -99.8% |
| 3Y | -100.0% | -24.4% | -75.6% | -100.0% |
| 5Y | -100.0% | -85.1% | -14.9% | -100.0% |
| All | -100.0% | -74.0% | -26.0% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded OPEN 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling