+4,692.2%
SOXL vs BURL
+206.3%
+4,485.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.7% | +8.8% | +8.5% |
| 7D | +16.4% | -2.6% | +19.0% | +19.0% |
| 30D | -12.1% | -30.8% | +18.7% | +20.4% |
| 3M | -41.7% | -18.7% | -23.0% | -32.2% |
| 6M | +157.4% | -16.4% | +173.8% | +195.6% |
| YTD | +193.3% | -11.6% | +204.9% | +220.8% |
| 1Y | +355.3% | -12.0% | +367.3% | +389.6% |
| 3Y | +484.2% | +63.6% | +420.5% | +267.5% |
| 5Y | +182.7% | -12.6% | +195.2% | +214.7% |
| 10Y | +4,692.2% | +206.5% | +4,485.7% | +2,881.3% |
| All | +4,692.2% | +206.3% | +4,485.9% | +2,881.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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