+4,671.5%
SOXL vs C
+301.2%
+4,370.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.5% | -8.5% | -8.8% |
| 7D | +8.5% | +0.3% | +8.2% | +7.8% |
| 30D | -13.0% | +2.0% | -15.0% | -16.0% |
| 3M | -35.9% | +4.4% | -40.3% | -38.1% |
| 6M | +112.1% | +28.3% | +83.7% | +53.3% |
| YTD | +175.4% | +20.5% | +154.9% | +117.4% |
| 1Y | +304.9% | +45.5% | +259.3% | +141.0% |
| 3Y | +448.6% | +274.0% | +174.5% | -7.1% |
| 5Y | +156.1% | +136.1% | +20.0% | -1.0% |
| All | +4,671.5% | +301.2% | +4,370.3% | +1,474.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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