-99.7%
SOXS vs ROIV
+203.5%
-303.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -2.1% | +10.2% | +6.5% |
| 7D | -9.4% | +19.0% | -28.4% | +4.3% |
| 30D | +6.2% | +16.1% | -10.0% | +20.5% |
| 3M | -28.0% | +44.1% | -72.1% | -1.6% |
| 6M | -99.2% | +37.8% | -137.0% | -99.0% |
| YTD | -99.5% | +88.7% | -188.2% | -99.2% |
| 1Y | -99.7% | +197.3% | -297.1% | -99.6% |
| All | -99.7% | +203.5% | -303.2% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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