-99.6%
SOXS vs Q
+79.8%
-179.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.5% | -8.1% | -0.6% |
| 7D | -4.7% | +4.9% | -9.7% | +5.5% |
| 30D | +7.7% | -11.0% | +18.7% | -11.6% |
| 3M | -10.2% | -15.2% | +5.0% | -10.5% |
| 6M | -99.2% | +8.8% | -108.0% | -96.9% |
| YTD | -99.5% | +55.1% | -154.6% | -96.9% |
| All | -99.6% | +79.8% | -179.3% | -97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 10y: compounded portfolio wealth divided by compounded Q 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…
10y analysis · Full analysis span regression · 6 months rolling