+4,575.4%
AAPL vs SOXL
+21,435.0%
-16,859.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.6% |
| 7D | -3.0% | +18.4% | -21.3% | -5.9% |
| 30D | +2.3% | -3.2% | +5.5% | +1.9% |
| 3M | +8.6% | -37.6% | +46.2% | +8.8% |
| 6M | +21.6% | +136.1% | -114.5% | -10.5% |
| YTD | +16.3% | +199.5% | -183.2% | -20.1% |
| 1Y | +35.1% | +363.2% | -328.2% | -17.7% |
| 3Y | +79.4% | +496.5% | -417.1% | -16.6% |
| 5Y | +109.8% | +184.8% | -75.0% | -7.6% |
| 10Y | +1,237.1% | +5,399.0% | -4,161.9% | +136.6% |
| All | +4,575.4% | +21,435.0% | -16,859.6% | +408.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling