+497.9%
SOXL vs ALL
+151.8%
+346.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +18.4% | -2.2% | +20.6% | +16.7% |
| 30D | -3.2% | -5.6% | +2.4% | -6.1% |
| 3M | -37.6% | +17.2% | -54.8% | -30.5% |
| 6M | +136.1% | +23.2% | +112.8% | +167.5% |
| YTD | +199.5% | +23.6% | +175.9% | +239.4% |
| 1Y | +363.2% | +29.2% | +334.1% | +422.6% |
| All | +497.9% | +151.8% | +346.0% | +558.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling