-100.0%
SOXS vs UEC
+230.3%
-330.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.0% | -7.9% | -3.4% |
| 7D | -15.6% | +2.6% | -18.2% | -14.5% |
| 30D | +4.8% | +5.6% | -0.8% | +8.7% |
| 3M | -21.6% | -5.7% | -15.9% | -15.4% |
| 6M | -99.3% | -8.0% | -91.3% | -99.0% |
| YTD | -99.5% | +1.8% | -101.3% | -99.2% |
| 1Y | -99.8% | +0.6% | -100.4% | -99.6% |
| 3Y | -100.0% | +155.2% | -255.1% | -99.9% |
| 5Y | -100.0% | +305.8% | -405.8% | -100.0% |
| 10Y | -100.0% | +943.0% | -1,043.0% | -100.0% |
| All | -100.0% | +230.3% | -330.3% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 all: compounded portfolio wealth divided by compounded UEC 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…
all analysis · Full analysis span regression · 6 months rolling