+211.0%
SOXL vs AMAT
+161.8%
+49.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +11.4% | +10.9% | -1.4% |
| 7D | -17.6% | -1.1% | -16.5% | -7.5% |
| 30D | -59.8% | -26.9% | -32.9% | -11.8% |
| 3M | -59.9% | -31.2% | -28.7% | +1.3% |
| 6M | -68.2% | -14.7% | -53.5% | -39.4% |
| YTD | +33.8% | +44.7% | -10.9% | -9.9% |
| 1Y | +34.7% | +62.0% | -27.2% | -26.8% |
| 3Y | +211.0% | +165.0% | +46.1% | -1.3% |
| All | +211.0% | +161.8% | +49.3% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMAT.
Daily Out/Under-Performance
Portfolio return minus AMAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMAT 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 AMAT 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