-99.8%
SOXS vs RIO
+73.7%
-173.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +0.4% | -10.6% | -9.2% |
| 7D | -7.0% | 0.0% | -7.0% | -6.9% |
| 30D | +2.8% | +4.0% | -1.2% | +11.9% |
| 3M | -9.8% | +0.1% | -10.0% | +3.4% |
| 6M | -99.2% | +12.7% | -111.9% | -97.5% |
| YTD | -99.5% | +35.6% | -135.1% | -97.8% |
| 1Y | -99.8% | +73.7% | -173.5% | -98.4% |
| All | -99.8% | +73.7% | -173.5% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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