-91.6%
SOXS vs QID
-21.1%
-70.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.8% | +10.6% | +14.4% |
| 7D | +46.7% | +9.8% | +36.9% | +11.8% |
| 30D | +97.0% | +18.9% | +78.1% | +22.1% |
| 3M | +39.5% | +9.6% | +30.0% | +15.1% |
| 6M | -54.9% | -7.8% | -47.1% | -17.5% |
| YTD | -90.4% | -23.3% | -67.1% | -68.6% |
| 1Y | -91.6% | -22.0% | -69.6% | -72.9% |
| All | -91.6% | -21.1% | -70.5% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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