+4,921.3%
SOXL vs ACN
+97.5%
+4,823.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.4% | +1.9% | +0.4% |
| 7D | +3.9% | -1.5% | +5.4% | +5.3% |
| 30D | -14.3% | +2.1% | -16.4% | -20.4% |
| 3M | -45.6% | +11.1% | -56.7% | -68.2% |
| 6M | +117.2% | -6.8% | +124.0% | +45.9% |
| YTD | +189.8% | -30.0% | +219.9% | +202.4% |
| 1Y | +317.7% | -23.1% | +340.9% | +242.4% |
| 3Y | +478.6% | -40.4% | +519.0% | +676.4% |
| 5Y | +169.5% | -41.6% | +211.1% | +436.9% |
| All | +4,921.3% | +97.5% | +4,823.8% | +1,616.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 10y: compounded portfolio wealth divided by compounded ACN 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…
10y analysis · Full analysis span regression · 6 months rolling