-100.0%
SOXS vs STX
+1,305.2%
-1,405.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -2.7% | +10.8% | +4.4% |
| 7D | -9.4% | +8.0% | -17.4% | +2.3% |
| 30D | +6.2% | +5.1% | +1.1% | +20.2% |
| 3M | -28.0% | +5.8% | -33.8% | +8.2% |
| 6M | -99.2% | +124.9% | -224.1% | -92.5% |
| YTD | -99.5% | +213.9% | -313.4% | -91.7% |
| 1Y | -99.7% | +350.4% | -450.1% | -91.8% |
| All | -100.0% | +1,305.2% | -1,405.2% | -89.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling