-99.8%
SOXS vs SOXX
+107.8%
-207.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.9% | -7.4% | +0.4% |
| 7D | -4.7% | +1.4% | -6.1% | +0.4% |
| 30D | +7.7% | -3.6% | +11.3% | +1.0% |
| 3M | -10.2% | -10.2% | 0.0% | +2.5% |
| 6M | -99.2% | +54.2% | -153.4% | -71.7% |
| YTD | -99.5% | +75.2% | -174.7% | -71.1% |
| 1Y | -99.8% | +107.5% | -207.3% | -70.3% |
| All | -99.8% | +107.8% | -207.6% | -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