+4,921.3%
SOXL vs AMCR
+14.6%
+4,906.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.6% | +6.8% | +7.2% |
| 7D | +3.9% | -6.3% | +10.1% | +12.0% |
| 30D | -14.3% | -7.8% | -6.5% | -6.7% |
| 3M | -45.6% | +7.5% | -53.1% | -53.2% |
| 6M | +117.2% | +2.7% | +114.5% | +102.9% |
| YTD | +189.8% | +6.0% | +183.8% | +147.3% |
| 1Y | +317.7% | +7.8% | +310.0% | +242.9% |
| 3Y | +478.6% | +5.8% | +472.8% | +369.5% |
| 5Y | +169.5% | -11.6% | +181.1% | +230.9% |
| All | +4,921.3% | +14.6% | +4,906.7% | +4,306.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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