+10,896.4%
SOXL vs AXON
+4,367.7%
+6,528.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | +4.3% | +13.5% | +15.1% |
| 7D | -1.0% | -25.6% | +24.7% | +19.9% |
| 30D | -48.6% | -23.9% | -24.7% | -38.7% |
| 3M | -50.3% | -50.4% | +0.1% | -24.6% |
| 6M | -65.3% | -20.0% | -45.3% | -64.5% |
| YTD | +57.2% | -44.5% | +101.7% | +90.8% |
| 1Y | +58.0% | -44.9% | +102.9% | +94.9% |
| 3Y | +226.2% | +44.7% | +181.5% | +86.2% |
| 5Y | +10.5% | +86.7% | -76.2% | -43.4% |
| 10Y | +2,180.9% | +1,060.5% | +1,120.4% | +339.8% |
| All | +10,896.4% | +4,367.7% | +6,528.7% | +504.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling