+478.6%
SOXL vs AMCR
+6.5%
+472.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.6% | +6.8% | +6.5% |
| 7D | +3.9% | -6.3% | +10.1% | +9.3% |
| 30D | -14.3% | -7.8% | -6.5% | -9.2% |
| 3M | -45.6% | +7.5% | -53.1% | -51.5% |
| 6M | +117.2% | +2.7% | +114.5% | +103.7% |
| YTD | +189.8% | +6.0% | +183.8% | +155.6% |
| 1Y | +317.7% | +7.8% | +310.0% | +258.6% |
| 3Y | +478.6% | +5.8% | +472.8% | +408.6% |
| All | +478.6% | +6.5% | +472.2% | +408.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling