+357.4%
SOXL vs AS
-21.9%
+379.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.6% | +6.3% | +6.3% |
| 7D | +5.3% | -4.9% | +10.2% | +10.8% |
| 30D | -11.2% | -19.6% | +8.4% | +9.2% |
| 3M | -55.4% | -14.4% | -41.0% | -49.4% |
| 6M | +107.1% | -20.1% | +127.3% | +153.2% |
| YTD | +179.0% | -20.9% | +200.0% | +239.2% |
| 1Y | +357.4% | -21.9% | +379.2% | +450.2% |
| All | +357.4% | -21.9% | +379.3% | +450.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling