+1,948.9%
SOXL vs C
+216.5%
+1,732.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | 0.0% | -11.0% | -10.9% |
| 7D | +26.9% | +4.2% | +22.7% | +20.0% |
| 30D | -47.2% | +2.0% | -49.2% | -45.8% |
| 3M | -59.9% | -10.1% | -49.7% | -50.1% |
| 6M | -68.3% | +1.0% | -69.3% | -65.3% |
| YTD | +38.8% | +8.5% | +30.4% | +36.3% |
| 1Y | +48.8% | +25.7% | +23.1% | +17.1% |
| 3Y | +196.5% | +216.0% | -19.5% | -32.5% |
| 5Y | -5.0% | +112.3% | -117.4% | -54.4% |
| All | +1,948.9% | +216.5% | +1,732.3% | +832.2% |
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