+106.2%
SOXL vs APLD
+254.9%
-148.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -23.3% | -6.3% | -17.0% | -19.7% |
| 30D | -59.9% | -29.6% | -30.3% | -53.6% |
| 3M | -56.8% | -42.6% | -14.2% | -46.8% |
| 6M | -68.3% | -59.6% | -8.7% | -55.7% |
| YTD | +33.5% | -32.0% | +65.4% | +65.9% |
| 1Y | +24.8% | -46.9% | +71.7% | +63.2% |
| 3Y | +177.0% | +255.7% | -78.7% | +100.0% |
| All | +106.2% | +254.9% | -148.7% | +19.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling