+25,616.8%
SOXL vs AMCR
+96.6%
+25,520.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.3% | -7.7% | -7.7% |
| 7D | +8.5% | -5.0% | +13.4% | +13.5% |
| 30D | -13.0% | -8.0% | -5.0% | -6.9% |
| 3M | -35.9% | +14.3% | -50.2% | -45.5% |
| 6M | +112.1% | +5.3% | +106.7% | +98.2% |
| YTD | +175.4% | +7.7% | +167.7% | +143.9% |
| 1Y | +304.9% | +10.8% | +294.0% | +244.9% |
| 3Y | +448.6% | +9.6% | +439.0% | +371.9% |
| 5Y | +156.1% | -10.2% | +166.3% | +204.2% |
| 10Y | +4,957.3% | +16.5% | +4,940.8% | +4,727.7% |
| All | +25,616.8% | +96.6% | +25,520.2% | +24,189.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling