+10,896.4%
SOXL vs C
+329.3%
+10,567.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | +1.6% | +16.2% | +15.4% |
| 7D | -1.0% | -0.4% | -0.5% | +4.5% |
| 30D | -48.6% | -5.3% | -43.2% | -41.3% |
| 3M | -50.3% | -8.0% | -42.3% | -41.1% |
| 6M | -65.3% | -0.3% | -65.0% | -61.6% |
| YTD | +57.2% | +8.6% | +48.6% | +55.2% |
| 1Y | +58.0% | +25.8% | +32.2% | +27.8% |
| 3Y | +226.2% | +221.2% | +5.1% | -18.2% |
| 5Y | +10.5% | +113.6% | -103.1% | -41.9% |
| 10Y | +2,180.9% | +218.3% | +1,962.6% | +771.5% |
| All | +10,896.4% | +329.3% | +10,567.1% | +3,662.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling