-91.6%
SOXS vs PLD
+9.3%
-100.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.8% | +7.0% | +9.2% |
| 7D | +46.7% | +4.9% | +41.8% | +48.4% |
| 30D | +97.0% | +2.6% | +94.4% | +97.2% |
| 3M | +39.5% | -4.8% | +44.3% | +37.1% |
| 6M | -54.9% | -3.9% | -51.0% | -54.4% |
| YTD | -90.4% | +5.3% | -95.7% | -89.7% |
| 1Y | -91.6% | +9.3% | -100.9% | -91.5% |
| All | -91.6% | +9.3% | -100.9% | -91.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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