+196.5%
SOXL vs APA
+45.9%
+150.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +1.6% | -12.6% | -11.7% |
| 7D | +26.9% | +8.5% | +18.3% | +22.6% |
| 30D | -47.2% | +2.8% | -50.0% | -47.8% |
| 3M | -59.9% | +21.7% | -81.6% | -63.6% |
| 6M | -68.3% | +32.6% | -100.9% | -73.4% |
| YTD | +38.8% | +103.7% | -64.9% | -24.8% |
| 1Y | +48.8% | +101.8% | -53.0% | -19.2% |
| 3Y | +196.5% | +48.1% | +148.4% | +54.2% |
| All | +196.5% | +45.9% | +150.6% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling