+497.9%
SOXL vs C
+270.1%
+227.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +0.7% |
| 7D | +18.4% | +2.6% | +15.8% | +12.5% |
| 30D | -3.2% | +1.9% | -5.1% | -7.0% |
| 3M | -37.6% | +2.8% | -40.4% | -38.7% |
| 6M | +136.1% | +30.6% | +105.5% | +54.2% |
| YTD | +199.5% | +19.9% | +179.6% | +123.4% |
| 1Y | +363.2% | +44.6% | +318.7% | +143.5% |
| All | +497.9% | +270.1% | +227.7% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling