+162.3%
SOXL vs BUD
+44.8%
+117.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.7% | +4.5% | +4.5% |
| 7D | +3.9% | -2.6% | +6.5% | +6.5% |
| 30D | -14.3% | -1.2% | -13.1% | -13.9% |
| 3M | -45.6% | -4.9% | -40.7% | -45.3% |
| 6M | +117.2% | +9.3% | +107.9% | +88.8% |
| YTD | +189.8% | +24.0% | +165.9% | +116.7% |
| 1Y | +317.7% | +34.5% | +283.2% | +178.6% |
| 3Y | +478.6% | +43.7% | +435.0% | +209.9% |
| All | +162.3% | +44.8% | +117.5% | +49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling