-99.8%
SOXS vs STX
+382.7%
-482.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +6.3% | -16.5% | -2.4% |
| 7D | -7.0% | +2.4% | -9.3% | -3.5% |
| 30D | +2.8% | +1.4% | +1.4% | +9.2% |
| 3M | -9.8% | -8.2% | -1.6% | +13.6% |
| 6M | -99.2% | +127.0% | -226.2% | -95.5% |
| YTD | -99.5% | +209.1% | -308.6% | -96.2% |
| 1Y | -99.8% | +365.4% | -465.2% | -97.8% |
| All | -99.8% | +382.7% | -482.4% | -97.8% |
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