-99.7%
SOXS vs SPOT
+260.4%
-360.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.4% | +8.7% | +11.8% |
| 7D | -28.4% | +1.6% | -30.0% | -28.0% |
| 30D | +19.4% | +16.9% | +2.5% | +24.5% |
| 3M | +28.2% | +23.0% | +5.2% | +34.9% |
| 6M | -37.7% | +42.2% | -79.9% | -29.5% |
| YTD | -91.6% | +5.5% | -97.1% | -92.4% |
| 1Y | -93.1% | -5.1% | -88.0% | -94.2% |
| 3Y | -99.7% | +257.9% | -357.6% | -99.2% |
| All | -99.7% | +260.4% | -360.1% | -99.2% |
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