+55.9%
SOXL vs A
+24.4%
+31.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.0% | -9.8% | -9.7% |
| 7D | -37.9% | -2.4% | -35.5% | -35.9% |
| 30D | -59.4% | +3.6% | -63.0% | -59.8% |
| 3M | -52.3% | +27.5% | -79.8% | -59.6% |
| 6M | -47.7% | +58.5% | -106.2% | -64.1% |
| YTD | +58.8% | +31.2% | +27.6% | +38.2% |
| 1Y | +55.9% | +22.2% | +33.7% | +45.6% |
| All | +55.9% | +24.4% | +31.5% | +45.6% |
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