-99.8%
SOXS vs SPOT
-25.0%
-74.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.3% | -5.6% |
| 7D | -4.7% | -3.1% | -1.7% | -4.4% |
| 30D | +7.7% | +7.4% | +0.4% | +7.6% |
| 3M | -10.2% | +8.2% | -18.3% | -11.0% |
| 6M | -99.2% | +2.2% | -101.4% | -99.1% |
| YTD | -99.5% | -9.5% | -90.1% | -99.5% |
| 1Y | -99.8% | -23.8% | -75.9% | -99.8% |
| All | -99.8% | -25.0% | -74.7% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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