+4,921.3%
SOXL vs APTV
-16.1%
+4,937.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.6% | +5.7% |
| 7D | +3.9% | -5.0% | +8.9% | +9.8% |
| 30D | -14.3% | -6.1% | -8.2% | -8.3% |
| 3M | -45.6% | -33.0% | -12.6% | -13.3% |
| 6M | +117.2% | -35.2% | +152.4% | +264.2% |
| YTD | +189.8% | -40.1% | +230.0% | +429.3% |
| 1Y | +317.7% | -45.6% | +363.3% | +788.5% |
| 3Y | +478.6% | -54.4% | +533.0% | +1,456.8% |
| 5Y | +169.5% | -68.9% | +238.4% | +1,498.2% |
| All | +4,921.3% | -16.1% | +4,937.4% | +17,640.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling