+1,278.0%
AAPL vs SOXL
+5,340.3%
-4,062.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.2% | -3.5% | +0.9% |
| 7D | +3.8% | +3.9% | 0.0% | +3.0% |
| 30D | +9.9% | -14.3% | +24.2% | +11.8% |
| 3M | +12.5% | -45.6% | +58.1% | +16.1% |
| 6M | +27.6% | +117.2% | -89.6% | -4.9% |
| YTD | +22.6% | +189.8% | -167.3% | -15.7% |
| 1Y | +45.0% | +317.7% | -272.8% | -10.4% |
| 3Y | +87.8% | +478.6% | -390.9% | -14.1% |
| 5Y | +128.7% | +169.5% | -40.8% | -1.0% |
| All | +1,278.0% | +5,340.3% | -4,062.3% | +131.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXL.
Daily Out/Under-Performance
Portfolio return minus SOXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXL 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 10y: compounded portfolio wealth divided by compounded SOXL 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…
10y analysis · Full analysis span regression · 6 months rolling