+1,948.9%
SOXL vs AXON
+1,058.0%
+890.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +2.7% | -13.7% | -12.9% |
| 7D | +26.9% | +0.8% | +26.1% | +25.7% |
| 30D | -47.2% | -22.8% | -24.5% | -36.9% |
| 3M | -59.9% | -48.8% | -11.1% | -37.6% |
| 6M | -68.3% | -16.3% | -52.0% | -69.1% |
| YTD | +38.8% | -44.5% | +83.3% | +69.6% |
| 1Y | +48.8% | -43.4% | +92.2% | +80.8% |
| 3Y | +196.5% | +44.3% | +152.2% | +37.7% |
| 5Y | -5.0% | +85.1% | -90.2% | -63.3% |
| All | +1,948.9% | +1,058.0% | +890.9% | +221.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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