+478.6%
SOXL vs ACHR
-19.6%
+498.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.4% | +2.8% | +3.9% |
| 7D | +3.9% | -2.3% | +6.1% | +5.1% |
| 30D | -14.3% | -11.3% | -3.0% | -9.1% |
| 3M | -45.6% | +5.3% | -50.9% | -48.0% |
| 6M | +117.2% | -13.2% | +130.4% | +139.2% |
| YTD | +189.8% | -25.8% | +215.6% | +244.2% |
| 1Y | +317.7% | -34.3% | +352.0% | +422.5% |
| 3Y | +478.6% | -19.9% | +498.6% | +594.1% |
| All | +478.6% | -19.6% | +498.2% | +594.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 3y: compounded portfolio wealth divided by compounded ACHR 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…
3y analysis · Full analysis span regression · 6 months rolling