+10,896.4%
SOXL vs ACWI
+416.0%
+10,480.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | +1.2% | +16.6% | +12.8% |
| 7D | -1.0% | -0.7% | -0.3% | +11.4% |
| 30D | -48.6% | -2.0% | -46.6% | -36.5% |
| 3M | -50.3% | -2.2% | -48.2% | -36.4% |
| 6M | -65.3% | +1.9% | -67.2% | -54.9% |
| YTD | +57.2% | +12.0% | +45.2% | +56.3% |
| 1Y | +58.0% | +12.5% | +45.5% | +59.8% |
| 3Y | +226.2% | +75.4% | +150.8% | +4.2% |
| 5Y | +10.5% | +61.5% | -51.0% | -6.5% |
| 10Y | +2,180.9% | +227.1% | +1,953.8% | +387.3% |
| All | +10,896.4% | +416.0% | +10,480.4% | +1,127.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling