+357.4%
SOXL vs ASX
+272.9%
+84.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +9.5% |
| 7D | +5.3% | -0.7% | +6.0% | +6.4% |
| 30D | -11.2% | +2.0% | -13.2% | -14.1% |
| 3M | -55.4% | -1.3% | -54.0% | -44.5% |
| 6M | +107.1% | +71.4% | +35.7% | +7.1% |
| YTD | +179.0% | +135.3% | +43.7% | -11.1% |
| 1Y | +357.4% | +267.5% | +89.9% | -6.1% |
| All | +357.4% | +272.9% | +84.5% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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