+156.1%
SOXL vs ASX
+440.6%
-284.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.3% | -4.8% | -1.1% |
| 7D | +8.5% | +6.5% | +2.0% | -5.6% |
| 30D | -13.0% | +3.1% | -16.1% | -18.6% |
| 3M | -35.9% | +17.4% | -53.3% | -48.6% |
| 6M | +112.1% | +85.4% | +26.6% | -29.3% |
| YTD | +175.4% | +150.1% | +25.4% | -51.9% |
| 1Y | +304.9% | +256.3% | +48.6% | -66.6% |
| 3Y | +448.6% | +446.9% | +1.7% | -75.4% |
| 5Y | +156.1% | +447.1% | -291.0% | -85.4% |
| All | +156.1% | +440.6% | -284.5% | -85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling