-100.0%
SOXS vs OPEN
-88.9%
-11.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.6% | +14.7% | +9.8% |
| 7D | -28.4% | -15.0% | -13.4% | -31.9% |
| 30D | +19.4% | -40.2% | +59.6% | +1.3% |
| 3M | +28.2% | -67.4% | +95.5% | -10.5% |
| 6M | -37.7% | -74.0% | +36.3% | -57.8% |
| YTD | -91.6% | -79.6% | -12.0% | -94.5% |
| 1Y | -93.1% | -86.1% | -7.0% | -95.9% |
| 3Y | -99.7% | -41.4% | -58.3% | -99.4% |
| 5Y | -99.9% | -94.9% | -5.1% | -99.9% |
| All | -100.0% | -88.9% | -11.1% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling