+25.1%
SOXL vs AS
+8.1%
+17.0%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +3.1% | +19.1% | +19.4% |
| 7D | -17.6% | +5.8% | -23.4% | -20.6% |
| 30D | -59.8% | +15.4% | -75.1% | -64.6% |
| 3M | -59.9% | -11.9% | -48.0% | -54.6% |
| 6M | -68.2% | -9.9% | -58.3% | -65.3% |
| YTD | +33.8% | -13.1% | +46.9% | +46.0% |
| All | +25.1% | +8.1% | +17.0% | +20.8% |
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