+4,921.3%
SOXL vs ALL
+365.1%
+4,556.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.5% | +4.6% |
| 7D | +3.9% | -2.3% | +6.1% | +5.9% |
| 30D | -14.3% | -0.4% | -13.9% | -14.9% |
| 3M | -45.6% | +16.0% | -61.6% | -56.9% |
| 6M | +117.2% | +24.6% | +92.6% | +50.3% |
| YTD | +189.8% | +23.7% | +166.2% | +95.2% |
| 1Y | +317.7% | +27.7% | +290.0% | +162.9% |
| 3Y | +478.6% | +150.2% | +328.4% | +23.8% |
| 5Y | +169.5% | +117.1% | +52.4% | -35.5% |
| All | +4,921.3% | +365.1% | +4,556.2% | +495.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling