+149.2%
SOXL vs ADBE
-62.5%
+211.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.4% | -5.7% | -5.5% |
| 7D | +8.5% | -12.9% | +21.4% | +24.1% |
| 30D | -13.0% | -5.6% | -7.3% | -10.7% |
| 3M | -35.9% | +6.6% | -42.5% | -52.7% |
| 6M | +112.1% | -9.6% | +121.6% | +77.3% |
| YTD | +175.4% | -28.9% | +204.3% | +210.1% |
| 1Y | +304.9% | -28.9% | +333.8% | +344.1% |
| 3Y | +448.6% | -55.6% | +504.2% | +1,105.1% |
| All | +149.2% | -62.5% | +211.7% | +691.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADBE.
Daily Out/Under-Performance
Portfolio return minus ADBE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADBE 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 ADBE 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