+19,165.6%
SOXL vs BEN
+75.2%
+19,090.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.3% | -6.7% | -5.9% |
| 7D | +8.5% | +0.3% | +8.1% | +8.2% |
| 30D | -13.0% | +0.9% | -13.9% | -13.8% |
| 3M | -35.9% | +9.2% | -45.1% | -44.0% |
| 6M | +112.1% | +36.8% | +75.3% | +31.3% |
| YTD | +175.4% | +44.4% | +131.0% | +53.6% |
| 1Y | +304.9% | +45.8% | +259.0% | +122.5% |
| 3Y | +448.6% | +52.5% | +396.0% | +183.1% |
| 5Y | +156.1% | +37.7% | +118.4% | +111.1% |
| 10Y | +4,957.3% | +55.4% | +4,901.9% | +3,270.4% |
| All | +19,165.6% | +75.2% | +19,090.4% | +14,264.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling