+357.4%
SOXL vs A
+21.7%
+335.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.6% | +9.3% | +9.4% |
| 7D | +5.3% | -1.9% | +7.3% | +7.0% |
| 30D | -11.2% | +6.9% | -18.1% | -15.4% |
| 3M | -55.4% | +9.2% | -64.6% | -58.2% |
| 6M | +107.1% | +25.7% | +81.5% | +71.0% |
| YTD | +179.0% | +11.5% | +167.5% | +164.6% |
| 1Y | +357.4% | +18.4% | +339.0% | +326.0% |
| All | +357.4% | +21.7% | +335.7% | +326.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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