+20,848.2%
SOXL vs AMZN
+3,769.7%
+17,078.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +4.7% |
| 7D | +18.4% | -1.0% | +19.4% | +19.8% |
| 30D | -3.2% | -9.2% | +6.1% | +8.8% |
| 3M | -37.6% | +3.4% | -41.0% | -45.5% |
| 6M | +136.1% | +18.2% | +117.8% | +76.0% |
| YTD | +199.5% | +9.3% | +190.1% | +147.2% |
| 1Y | +363.2% | +5.9% | +357.3% | +307.4% |
| 3Y | +496.5% | +82.6% | +413.9% | +203.1% |
| 5Y | +184.8% | +44.9% | +139.9% | +149.8% |
| 10Y | +5,399.0% | +564.1% | +4,834.9% | +1,188.9% |
| All | +20,848.2% | +3,769.7% | +17,078.5% | +408.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling