-99.8%
SOXS vs SOXX
+117.6%
-217.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +3.5% | -13.7% | +1.1% |
| 7D | -7.0% | +2.2% | -9.2% | +0.8% |
| 30D | +2.8% | -2.0% | +4.8% | +1.6% |
| 3M | -9.8% | -13.7% | +3.9% | +1.9% |
| 6M | -99.2% | +52.4% | -151.6% | -71.8% |
| YTD | -99.5% | +72.8% | -172.3% | -71.2% |
| 1Y | -99.8% | +113.9% | -213.7% | -70.3% |
| All | -99.8% | +117.6% | -217.3% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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