+19,418.6%
SOXL vs BUD
+128.3%
+19,290.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +9.7% |
| 7D | +5.3% | +0.3% | +5.1% | +4.9% |
| 30D | -11.2% | -5.7% | -5.5% | -5.5% |
| 3M | -55.4% | +3.1% | -58.5% | -59.8% |
| 6M | +107.1% | +7.9% | +99.3% | +77.9% |
| YTD | +179.0% | +27.3% | +151.7% | +90.0% |
| 1Y | +357.4% | +37.8% | +319.6% | +172.6% |
| 3Y | +397.5% | +49.8% | +347.6% | +134.7% |
| 5Y | +155.9% | +43.8% | +112.1% | +38.6% |
| 10Y | +4,301.6% | -22.6% | +4,324.2% | +5,968.7% |
| All | +19,418.6% | +128.3% | +19,290.3% | +3,906.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling