+4,921.3%
SOXL vs ARES
+979.8%
+3,941.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.5% | +4.1% |
| 7D | +3.9% | -6.1% | +9.9% | +13.3% |
| 30D | -14.3% | -7.5% | -6.8% | -5.3% |
| 3M | -45.6% | +0.1% | -45.7% | -48.2% |
| 6M | +117.2% | +30.3% | +86.9% | +38.9% |
| YTD | +189.8% | -16.6% | +206.5% | +237.0% |
| 1Y | +317.7% | -26.1% | +343.8% | +470.9% |
| 3Y | +478.6% | +36.4% | +442.2% | +304.6% |
| 5Y | +169.5% | +95.0% | +74.5% | +49.3% |
| All | +4,921.3% | +979.8% | +3,941.5% | +808.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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