+449.8%
SOXL vs BEN
+51.0%
+398.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.3% | -6.7% | -6.2% |
| 7D | +8.5% | +0.3% | +8.1% | +8.3% |
| 30D | -13.0% | +0.9% | -13.9% | -13.6% |
| 3M | -35.9% | +9.2% | -45.1% | -42.9% |
| 6M | +112.1% | +36.8% | +75.3% | +41.4% |
| YTD | +175.4% | +44.4% | +131.0% | +67.8% |
| 1Y | +304.9% | +45.8% | +259.0% | +143.9% |
| All | +449.8% | +51.0% | +398.8% | +198.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling