+55.9%
SOXL vs ACWI
+14.9%
+41.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.7% | -10.5% | -21.3% |
| 7D | -37.9% | -0.5% | -37.4% | -35.0% |
| 30D | -59.4% | -1.6% | -57.8% | -51.7% |
| 3M | -52.3% | -1.3% | -51.0% | -42.8% |
| 6M | -47.7% | +5.8% | -53.5% | -48.5% |
| YTD | +58.8% | +12.7% | +46.0% | +17.0% |
| 1Y | +55.9% | +15.0% | +40.9% | +4.5% |
| All | +55.9% | +14.9% | +41.0% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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