+5,399.0%
SOXL vs ACWI
+226.5%
+5,172.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +5.0% |
| 7D | +18.4% | 0.0% | +18.4% | +17.9% |
| 30D | -3.2% | -0.6% | -2.6% | +0.2% |
| 3M | -37.6% | +4.3% | -41.9% | -41.1% |
| 6M | +136.1% | +12.7% | +123.4% | +77.8% |
| YTD | +199.5% | +13.9% | +185.6% | +126.3% |
| 1Y | +363.2% | +20.5% | +342.7% | +194.9% |
| 3Y | +496.5% | +76.5% | +420.0% | +26.4% |
| 5Y | +184.8% | +67.5% | +117.3% | +48.6% |
| 10Y | +5,399.0% | +231.8% | +5,167.1% | +509.3% |
| All | +5,399.0% | +226.5% | +5,172.5% | +509.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling