-99.8%
SOXS vs RTX
+29.4%
-129.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.3% | -5.6% |
| 7D | -4.7% | -1.5% | -3.2% | -5.1% |
| 30D | +7.7% | -11.0% | +18.7% | +4.7% |
| 3M | -10.2% | +7.7% | -17.8% | -7.1% |
| 6M | -99.2% | -3.9% | -95.3% | -99.1% |
| YTD | -99.5% | +9.0% | -108.5% | -99.4% |
| 1Y | -99.8% | +27.3% | -127.0% | -99.7% |
| All | -99.8% | +29.4% | -129.2% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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