-100.0%
SOXS vs RACE
+832.2%
-932.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.6% | +6.5% | +10.6% |
| 7D | -9.4% | -2.2% | -7.2% | -13.3% |
| 30D | +6.2% | -0.4% | +6.5% | +4.9% |
| 3M | -28.0% | +17.9% | -45.9% | -3.6% |
| 6M | -99.2% | +19.3% | -118.5% | -100.8% |
| YTD | -99.5% | +11.9% | -111.3% | -100.4% |
| 1Y | -99.7% | -12.7% | -87.0% | -100.1% |
| 3Y | -100.0% | +41.1% | -141.1% | -100.0% |
| 5Y | -100.0% | +94.1% | -194.1% | -100.0% |
| All | -100.0% | +832.2% | -932.2% | -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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling