-91.6%
SOXS vs STX
+119.7%
-211.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -8.1% | +16.9% | -1.7% |
| 7D | +46.7% | -20.2% | +66.8% | +14.3% |
| 30D | +97.0% | -37.2% | +134.2% | +21.1% |
| 3M | +39.5% | -34.1% | +73.6% | -2.7% |
| 6M | -54.9% | -24.5% | -30.5% | -49.6% |
| YTD | -90.4% | +102.9% | -193.3% | -63.2% |
| 1Y | -91.6% | +123.8% | -215.4% | -61.7% |
| All | -91.6% | +119.7% | -211.3% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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