-100.0%
SOXS vs OPEN
-21.9%
-78.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -2.5% |
| 7D | -16.6% | -2.9% | -13.7% | -17.2% |
| 30D | -4.4% | -13.8% | +9.4% | -7.4% |
| 3M | -26.2% | -30.9% | +4.6% | -30.6% |
| 6M | -99.3% | -40.9% | -58.3% | -99.3% |
| YTD | -99.5% | -48.5% | -51.0% | -99.6% |
| 1Y | -99.8% | -50.9% | -48.9% | -99.8% |
| All | -100.0% | -21.9% | -78.1% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling