-93.1%
SOXS vs PLD
+5.5%
-98.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.2% |
| 7D | -43.7% | 0.0% | -43.7% | -43.4% |
| 30D | +22.2% | -3.7% | +25.9% | +20.9% |
| 3M | +13.0% | -7.9% | +20.9% | +10.1% |
| 6M | -47.7% | -9.2% | -38.5% | -50.5% |
| YTD | -92.5% | +3.1% | -95.5% | -91.5% |
| 1Y | -93.1% | +6.2% | -99.3% | -92.1% |
| All | -93.1% | +5.5% | -98.6% | -92.1% |
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