+162.3%
SOXL vs BEN
+36.0%
+126.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.3% | +5.3% |
| 7D | +3.9% | -3.1% | +7.0% | +9.8% |
| 30D | -14.3% | +0.2% | -14.5% | -14.2% |
| 3M | -45.6% | +6.8% | -52.5% | -51.7% |
| 6M | +117.2% | +38.1% | +79.1% | +25.2% |
| YTD | +189.8% | +44.3% | +145.5% | +50.6% |
| 1Y | +317.7% | +42.6% | +275.2% | +121.6% |
| 3Y | +478.6% | +52.3% | +426.3% | +158.9% |
| All | +162.3% | +36.0% | +126.3% | +85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling