+4,921.3%
SOXL vs APA
-2.4%
+4,923.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.4% | +4.8% | +5.0% |
| 7D | +3.9% | +4.6% | -0.7% | +1.5% |
| 30D | -14.3% | +11.9% | -26.2% | -19.7% |
| 3M | -45.6% | +22.5% | -68.1% | -53.1% |
| 6M | +117.2% | +37.5% | +79.6% | +65.9% |
| YTD | +189.8% | +87.2% | +102.7% | +81.2% |
| 1Y | +317.7% | +101.4% | +216.3% | +146.3% |
| 3Y | +478.6% | +16.9% | +461.7% | +358.2% |
| 5Y | +169.5% | +178.4% | -8.9% | +37.5% |
| All | +4,921.3% | -2.4% | +4,923.6% | +2,777.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling