-91.6%
SOXS vs RACE
+10.6%
-102.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.3% | +4.5% | +11.1% |
| 7D | +46.7% | +9.9% | +36.7% | +54.6% |
| 30D | +97.0% | +12.8% | +84.2% | +110.8% |
| 3M | +39.5% | +7.4% | +32.2% | +45.4% |
| 6M | -54.9% | +27.6% | -82.5% | -45.8% |
| YTD | -90.4% | +18.4% | -108.8% | -88.6% |
| 1Y | -91.6% | +9.5% | -101.2% | -90.4% |
| All | -91.6% | +10.6% | -102.2% | -90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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