-100.0%
SOXS vs RACE
+39.3%
-139.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.9% | -5.7% |
| 7D | -15.6% | -1.0% | -14.5% | -16.5% |
| 30D | +4.8% | -1.5% | +6.3% | +3.4% |
| 3M | -21.6% | +15.5% | -37.1% | -8.3% |
| 6M | -99.3% | +17.3% | -116.6% | -99.9% |
| YTD | -99.5% | +11.1% | -110.6% | -99.9% |
| 1Y | -99.8% | -14.3% | -85.5% | -100.0% |
| 3Y | -100.0% | +40.2% | -140.1% | -100.0% |
| All | -100.0% | +39.3% | -139.2% | -100.0% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling