+156.1%
SOXL vs APA
+169.7%
-13.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.7% | -7.3% | -7.6% |
| 7D | +8.5% | +0.8% | +7.7% | +7.8% |
| 30D | -13.0% | +9.6% | -22.6% | -18.2% |
| 3M | -35.9% | +18.0% | -53.9% | -44.7% |
| 6M | +112.1% | +41.9% | +70.2% | +49.3% |
| YTD | +175.4% | +86.3% | +89.1% | +53.0% |
| 1Y | +304.9% | +97.9% | +207.0% | +109.2% |
| 3Y | +448.6% | +12.8% | +435.8% | +296.7% |
| 5Y | +156.1% | +177.2% | -21.1% | -3.4% |
| All | +156.1% | +169.7% | -13.6% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling