+20,174.1%
SOXL vs ADSK
+634.2%
+19,540.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.4% | +4.9% | +4.7% |
| 7D | +3.9% | -2.5% | +6.4% | +6.8% |
| 30D | -14.3% | -14.9% | +0.6% | +2.8% |
| 3M | -45.6% | +3.3% | -48.9% | -58.9% |
| 6M | +117.2% | -15.7% | +132.8% | +95.4% |
| YTD | +189.8% | -28.2% | +218.1% | +216.0% |
| 1Y | +317.7% | -34.5% | +352.3% | +434.8% |
| 3Y | +478.6% | -2.9% | +481.5% | +369.0% |
| 5Y | +169.5% | -25.3% | +194.8% | +333.1% |
| 10Y | +5,222.1% | +217.8% | +5,004.3% | +1,826.9% |
| All | +20,174.1% | +634.2% | +19,540.0% | +2,371.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 ADSK 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