+357.4%
SOXL vs AVGO
+18.2%
+339.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +9.5% |
| 7D | +5.3% | -3.0% | +8.3% | +11.0% |
| 30D | -11.2% | -14.4% | +3.2% | +17.4% |
| 3M | -55.4% | -14.4% | -40.9% | -32.8% |
| 6M | +107.1% | +13.1% | +94.0% | +113.8% |
| YTD | +179.0% | +3.8% | +175.2% | +226.2% |
| 1Y | +357.4% | +17.8% | +339.6% | +428.5% |
| All | +357.4% | +18.2% | +339.2% | +428.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVGO.
Daily Out/Under-Performance
Portfolio return minus AVGO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVGO 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 AVGO 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