+55.9%
SOXL vs ALLY
+4.2%
+51.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.8% | -12.6% | -12.9% |
| 7D | -37.9% | +2.4% | -40.3% | -39.3% |
| 30D | -59.4% | +5.6% | -65.0% | -61.9% |
| 3M | -52.3% | -11.7% | -40.6% | -44.9% |
| 6M | -47.7% | -7.0% | -40.6% | -43.2% |
| YTD | +58.8% | -10.4% | +69.2% | +82.3% |
| 1Y | +55.9% | +2.4% | +53.5% | +35.4% |
| All | +55.9% | +4.2% | +51.7% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 1y: compounded portfolio wealth divided by compounded ALLY 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…
1y analysis · Full analysis span regression · 6 months rolling