-99.8%
SOXS vs ORCL
-27.7%
-72.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +3.1% | -13.3% | -8.2% |
| 7D | -7.0% | +5.3% | -12.2% | -3.4% |
| 30D | +2.8% | +10.0% | -7.2% | +10.6% |
| 3M | -9.8% | -32.6% | +22.7% | -19.3% |
| 6M | -99.2% | +4.9% | -104.1% | -99.0% |
| YTD | -99.5% | -17.8% | -81.7% | -99.4% |
| 1Y | -99.8% | -28.0% | -71.8% | -99.8% |
| All | -99.8% | -27.7% | -72.1% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ORCL.
Daily Out/Under-Performance
Portfolio return minus ORCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORCL 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 ORCL 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