-99.8%
SOXS vs UAL
+5.0%
-104.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +2.5% | -12.7% | -6.7% |
| 7D | -7.0% | +0.7% | -7.7% | -5.6% |
| 30D | +2.8% | -16.1% | +18.9% | -18.8% |
| 3M | -9.8% | +6.1% | -16.0% | +8.9% |
| 6M | -99.2% | +10.8% | -110.0% | -97.1% |
| YTD | -99.5% | -0.4% | -99.1% | -98.3% |
| 1Y | -99.8% | +5.0% | -104.8% | -99.1% |
| All | -99.8% | +5.0% | -104.8% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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