+1,948.9%
SOXL vs ASX
+962.9%
+985.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -2.0% | -9.0% | -7.3% |
| 7D | +26.9% | +12.4% | +14.5% | +4.6% |
| 30D | -47.2% | -19.8% | -27.4% | -11.1% |
| 3M | -59.9% | -10.3% | -49.5% | -43.7% |
| 6M | -68.3% | +1.2% | -69.6% | -56.5% |
| YTD | +38.8% | +123.0% | -84.2% | -49.2% |
| 1Y | +48.8% | +145.4% | -96.6% | -52.9% |
| 3Y | +196.5% | +368.6% | -172.1% | -54.8% |
| 5Y | -5.0% | +486.0% | -491.1% | -84.5% |
| All | +1,948.9% | +962.9% | +985.9% | +71.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling