+4,671.5%
SOXL vs BUD
-22.8%
+4,694.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.4% | -7.6% | -7.6% |
| 7D | +8.5% | -3.2% | +11.7% | +12.3% |
| 30D | -13.0% | -3.7% | -9.3% | -10.2% |
| 3M | -35.9% | -4.4% | -31.5% | -35.8% |
| 6M | +112.1% | +7.7% | +104.3% | +85.6% |
| YTD | +175.4% | +23.1% | +152.4% | +103.9% |
| 1Y | +304.9% | +33.6% | +271.2% | +165.6% |
| 3Y | +448.6% | +44.7% | +403.9% | +194.7% |
| 5Y | +156.1% | +44.9% | +111.2% | +49.1% |
| All | +4,671.5% | -22.8% | +4,694.3% | +4,848.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling