+357.4%
SOXL vs APA
+94.6%
+262.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.2% | +13.1% | +8.5% |
| 7D | +5.3% | +0.5% | +4.8% | +5.8% |
| 30D | -11.2% | +23.4% | -34.6% | -2.6% |
| 3M | -55.4% | +12.7% | -68.0% | -51.8% |
| 6M | +107.1% | +39.4% | +67.7% | +113.5% |
| YTD | +179.0% | +79.0% | +100.1% | +172.4% |
| 1Y | +357.4% | +88.8% | +268.5% | +345.5% |
| All | +357.4% | +94.6% | +262.7% | +345.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling