-99.2%
SOXS vs PANW
+98.4%
-197.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.3% | -3.2% | -6.7% |
| 7D | -4.7% | -0.8% | -4.0% | -5.1% |
| 30D | +7.7% | -14.6% | +22.3% | +0.6% |
| 3M | -10.2% | +18.3% | -28.4% | -6.9% |
| 6M | -99.2% | +100.5% | -199.7% | -99.1% |
| All | -99.2% | +98.4% | -197.6% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 6mo: compounded portfolio wealth divided by compounded PANW 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…
6mo analysis · Full analysis span regression · 6 months rolling