+48.8%
SOXL vs BURL
-15.0%
+63.8%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -3.6% | -7.4% | -8.7% |
| 7D | +26.9% | -1.6% | +28.4% | +29.1% |
| 30D | -47.2% | -7.7% | -39.5% | -43.9% |
| 3M | -59.9% | -31.7% | -28.2% | -49.5% |
| 6M | -68.3% | -15.2% | -53.2% | -66.8% |
| YTD | +38.8% | -15.9% | +54.8% | +56.3% |
| 1Y | +48.8% | -14.2% | +63.0% | +67.9% |
| All | +48.8% | -15.0% | +63.8% | +67.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling