+484.2%
SOXL vs APP
+636.9%
-152.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.7% | +7.8% | +6.5% |
| 7D | +16.4% | +0.1% | +16.3% | +16.3% |
| 30D | -12.1% | -10.0% | -2.1% | -7.5% |
| 3M | -41.7% | -44.6% | +2.9% | -22.6% |
| 6M | +157.4% | -37.9% | +195.3% | +210.1% |
| YTD | +193.3% | -53.7% | +247.0% | +299.2% |
| 1Y | +355.3% | -43.0% | +398.3% | +443.6% |
| 3Y | +484.2% | +640.8% | -156.6% | +23.2% |
| All | +484.2% | +636.9% | -152.8% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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