+484.2%
SOXL vs AMC
-67.8%
+552.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.4% | +8.5% | +5.8% |
| 7D | +16.4% | -0.8% | +17.2% | +16.5% |
| 30D | -12.1% | -1.2% | -10.9% | -12.0% |
| 3M | -41.7% | +42.2% | -83.9% | -47.4% |
| 6M | +157.4% | +118.8% | +38.6% | +110.5% |
| YTD | +193.3% | +64.1% | +129.2% | +152.5% |
| 1Y | +355.3% | -9.5% | +364.9% | +336.7% |
| 3Y | +484.2% | -64.3% | +548.5% | +509.8% |
| All | +484.2% | -67.8% | +552.0% | +509.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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