-99.7%
SOXS vs OPEN
-63.2%
-36.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -6.7% | +14.8% | +5.2% |
| 7D | -9.4% | -10.5% | +1.1% | -13.4% |
| 30D | +6.2% | -21.8% | +27.9% | -3.5% |
| 3M | -28.0% | -37.5% | +9.5% | -37.8% |
| 6M | -99.2% | -44.1% | -55.1% | -99.3% |
| YTD | -99.5% | -52.0% | -47.5% | -99.6% |
| All | -99.7% | -63.2% | -36.5% | -99.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling