+353.1%
SOXL vs APLD
+502.3%
-149.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +7.4% | -2.2% | +3.1% |
| 7D | +16.4% | +16.6% | -0.2% | +11.6% |
| 30D | -12.1% | -3.1% | -9.0% | -11.0% |
| 3M | -41.7% | -30.9% | -10.8% | -33.7% |
| 6M | +157.4% | +12.6% | +144.8% | +164.5% |
| YTD | +193.3% | +15.5% | +177.8% | +198.7% |
| 1Y | +355.3% | +103.5% | +251.8% | +305.8% |
| 3Y | +484.2% | +446.5% | +37.6% | +251.0% |
| All | +353.1% | +502.3% | -149.2% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 APLD 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