+357.4%
SOXL vs CDE
+54.5%
+302.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.9% | +11.8% | +11.3% |
| 7D | +5.3% | +0.5% | +4.8% | +4.6% |
| 30D | -11.2% | +21.9% | -33.1% | -26.1% |
| 3M | -55.4% | +14.9% | -70.3% | -59.5% |
| 6M | +107.1% | -10.5% | +117.6% | +115.1% |
| YTD | +179.0% | +19.3% | +159.8% | +145.1% |
| 1Y | +357.4% | +50.8% | +306.6% | +283.4% |
| All | +357.4% | +54.5% | +302.8% | +283.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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