-87.2%
SOXS vs SIRI
+59.1%
-146.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.2% | -0.5% | +39.8% | +39.3% |
| 7D | +94.9% | +15.9% | +79.0% | +92.4% |
| 30D | +174.1% | +26.0% | +148.1% | +170.5% |
| 3M | +82.4% | +9.2% | +73.2% | +77.0% |
| 6M | -27.7% | +28.3% | -56.0% | -22.2% |
| YTD | -86.6% | +71.5% | -158.1% | -82.4% |
| 1Y | -87.2% | +55.0% | -142.1% | -85.8% |
| All | -87.2% | +59.1% | -146.2% | -85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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