+55.9%
SOXL vs BR
-14.2%
+70.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.0% | -11.8% | -3.6% |
| 7D | -37.9% | +7.0% | -44.8% | -29.4% |
| 30D | -59.4% | +19.0% | -78.4% | -43.9% |
| 3M | -52.3% | +13.1% | -65.4% | -37.1% |
| 6M | -47.7% | +24.6% | -72.3% | -8.2% |
| YTD | +58.8% | -13.6% | +72.4% | +114.7% |
| 1Y | +55.9% | -13.1% | +69.0% | +116.7% |
| All | +55.9% | -14.2% | +70.1% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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