+127.8%
AAPL vs SOXL
+162.7%
-34.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.2% | -3.5% | +1.1% |
| 7D | +3.8% | +3.9% | 0.0% | +3.2% |
| 30D | +9.9% | -14.3% | +24.2% | +11.4% |
| 3M | +12.5% | -45.6% | +58.1% | +15.4% |
| 6M | +27.6% | +117.2% | -89.6% | +0.5% |
| YTD | +22.6% | +189.8% | -167.3% | -9.7% |
| 1Y | +45.0% | +317.7% | -272.8% | -2.4% |
| 3Y | +87.8% | +478.6% | -390.9% | -3.1% |
| All | +127.8% | +162.7% | -34.9% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling