+484.2%
SOXL vs ACWI
+77.6%
+406.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +8.1% |
| 7D | +16.4% | +1.1% | +15.3% | +8.1% |
| 30D | -12.1% | -0.2% | -11.9% | -10.4% |
| 3M | -41.7% | +4.7% | -46.4% | -48.4% |
| 6M | +157.4% | +14.5% | +142.9% | +55.3% |
| YTD | +193.3% | +14.6% | +178.7% | +85.1% |
| 1Y | +355.3% | +21.4% | +333.9% | +124.6% |
| 3Y | +484.2% | +77.6% | +406.6% | -29.2% |
| All | +484.2% | +77.6% | +406.5% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling