+184.8%
SOXL vs ACWI
+67.2%
+117.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +5.6% |
| 7D | +18.4% | 0.0% | +18.4% | +17.8% |
| 30D | -3.2% | -0.6% | -2.6% | +0.6% |
| 3M | -37.6% | +4.3% | -41.9% | -42.3% |
| 6M | +136.1% | +12.7% | +123.4% | +65.0% |
| YTD | +199.5% | +13.9% | +185.6% | +108.6% |
| 1Y | +363.2% | +20.5% | +342.7% | +161.9% |
| 3Y | +496.5% | +76.5% | +420.0% | -12.7% |
| 5Y | +184.8% | +67.5% | +117.3% | +18.2% |
| All | +184.8% | +67.2% | +117.6% | +18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling