+304.9%
SOXL vs CB
+23.6%
+281.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.3% | -8.3% | -7.1% |
| 7D | +8.5% | -2.8% | +11.2% | +0.2% |
| 30D | -13.0% | -2.4% | -10.5% | -18.0% |
| 3M | -35.9% | +2.8% | -38.7% | -20.8% |
| 6M | +112.1% | +4.8% | +107.3% | +195.5% |
| YTD | +175.4% | +9.2% | +166.3% | +331.1% |
| 1Y | +304.9% | +22.8% | +282.1% | +662.0% |
| All | +304.9% | +23.6% | +281.3% | +662.0% |
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