-100.0%
SOXS vs RACE
+40.6%
-140.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -1.9% | -8.3% | -11.9% |
| 7D | -7.0% | -2.5% | -4.5% | -9.1% |
| 30D | +2.8% | +0.8% | +2.0% | +3.7% |
| 3M | -9.8% | +17.2% | -27.0% | +7.4% |
| 6M | -99.2% | +13.6% | -112.8% | -99.9% |
| YTD | -99.5% | +12.2% | -111.7% | -99.9% |
| 1Y | -99.8% | -16.3% | -83.5% | -100.0% |
| All | -100.0% | +40.6% | -140.6% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling