-99.8%
SOXS vs WDC
+441.9%
-541.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +5.9% | -16.1% | -2.7% |
| 7D | -7.0% | +1.7% | -8.7% | -4.3% |
| 30D | +2.8% | -10.0% | +12.8% | -7.9% |
| 3M | -9.8% | -18.8% | +8.9% | +4.3% |
| 6M | -99.2% | +79.0% | -178.2% | -93.8% |
| YTD | -99.5% | +171.6% | -271.1% | -93.9% |
| 1Y | -99.8% | +417.4% | -517.2% | -95.7% |
| All | -99.8% | +441.9% | -541.7% | -95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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