+196.5%
SOXL vs AG
+195.3%
+1.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -2.4% | -8.6% | -9.3% |
| 7D | +26.9% | -10.0% | +36.8% | +36.5% |
| 30D | -47.2% | -10.5% | -36.7% | -41.6% |
| 3M | -59.9% | -27.3% | -32.6% | -49.3% |
| 6M | -68.3% | -43.0% | -25.3% | -51.9% |
| YTD | +38.8% | -17.9% | +56.8% | +64.6% |
| 1Y | +48.8% | +11.9% | +36.9% | +47.0% |
| 3Y | +196.5% | +201.8% | -5.3% | +65.9% |
| All | +196.5% | +195.3% | +1.2% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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