-93.1%
SOXS vs ORCL
-45.6%
-47.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | -0.2% |
| 7D | -43.7% | +10.4% | -54.1% | -35.5% |
| 30D | +22.2% | -11.2% | +33.4% | +22.7% |
| 3M | +13.0% | -16.8% | +29.8% | +11.3% |
| 6M | -47.7% | -31.5% | -16.2% | -49.4% |
| YTD | -92.5% | -33.9% | -58.6% | -92.7% |
| 1Y | -93.1% | -43.3% | -49.9% | -93.9% |
| All | -93.1% | -45.6% | -47.5% | -93.9% |
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