+4,921.3%
SOXL vs AMZN
+578.1%
+4,343.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.9% | +3.3% | +1.9% |
| 7D | +3.9% | -0.7% | +4.5% | +5.0% |
| 30D | -14.3% | -3.9% | -10.4% | -10.3% |
| 3M | -45.6% | +6.3% | -51.9% | -57.0% |
| 6M | +117.2% | +20.8% | +96.4% | +43.6% |
| YTD | +189.8% | +11.2% | +178.6% | +117.4% |
| 1Y | +317.7% | +11.7% | +306.1% | +216.4% |
| 3Y | +478.6% | +79.4% | +399.2% | +134.8% |
| 5Y | +169.5% | +48.0% | +121.5% | +90.4% |
| All | +4,921.3% | +578.1% | +4,343.2% | +416.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMZN.
Daily Out/Under-Performance
Portfolio return minus AMZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMZN 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 AMZN 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