+149.2%
SOXL vs CCJ
+284.7%
-135.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.0% | -5.1% | -5.0% |
| 7D | +8.5% | -3.2% | +11.6% | +12.3% |
| 30D | -13.0% | -1.3% | -11.6% | -12.0% |
| 3M | -35.9% | +2.5% | -38.4% | -34.8% |
| 6M | +112.1% | -18.9% | +130.9% | +183.9% |
| YTD | +175.4% | +6.5% | +168.9% | +191.6% |
| 1Y | +304.9% | +22.8% | +282.0% | +254.9% |
| 3Y | +448.6% | +164.5% | +284.1% | +134.2% |
| All | +149.2% | +284.7% | -135.4% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 5y: compounded portfolio wealth divided by compounded CCJ 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…
5y analysis · Full analysis span regression · 6 months rolling