+357.4%
SOXL vs CB
+22.7%
+334.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.9% | +11.8% | +4.0% |
| 7D | +5.3% | +0.5% | +4.8% | +7.1% |
| 30D | -11.2% | -3.1% | -8.1% | -18.4% |
| 3M | -55.4% | +9.0% | -64.3% | -33.8% |
| 6M | +107.1% | +2.9% | +104.3% | +181.4% |
| YTD | +179.0% | +10.1% | +168.9% | +347.2% |
| 1Y | +357.4% | +22.8% | +334.6% | +759.5% |
| All | +357.4% | +22.7% | +334.6% | +759.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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