-100.0%
SOXS vs SPOT
+235.3%
-335.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -2.5% |
| 7D | -16.6% | -6.5% | -10.1% | -19.7% |
| 30D | -4.4% | +2.2% | -6.5% | -4.2% |
| 3M | -26.2% | +5.4% | -31.6% | -27.1% |
| 6M | -99.3% | -4.0% | -95.2% | -99.2% |
| YTD | -99.5% | -9.9% | -89.6% | -99.5% |
| 1Y | -99.8% | -27.3% | -72.5% | -99.8% |
| All | -100.0% | +235.3% | -335.3% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling