+357.4%
SOXL vs B
+70.0%
+287.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.2% | +12.1% | +12.4% |
| 7D | +5.3% | -1.6% | +6.9% | +6.8% |
| 30D | -11.2% | +9.4% | -20.6% | -21.4% |
| 3M | -55.4% | +5.0% | -60.3% | -57.2% |
| 6M | +107.1% | -3.5% | +110.7% | +114.3% |
| YTD | +179.0% | +4.5% | +174.6% | +172.9% |
| 1Y | +357.4% | +67.8% | +289.6% | +253.1% |
| All | +357.4% | +70.0% | +287.4% | +253.1% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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