+478.6%
SOXL vs AG
+249.7%
+229.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.9% | +8.2% | +7.0% |
| 7D | +3.9% | -6.7% | +10.6% | +8.4% |
| 30D | -14.3% | +2.2% | -16.5% | -16.2% |
| 3M | -45.6% | +15.7% | -61.3% | -50.1% |
| 6M | +117.2% | -23.8% | +141.0% | +158.4% |
| YTD | +189.8% | +17.6% | +172.2% | +166.1% |
| 1Y | +317.7% | +88.6% | +229.1% | +195.7% |
| 3Y | +478.6% | +253.4% | +225.2% | +184.6% |
| All | +478.6% | +249.7% | +229.0% | +184.6% |
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