+20,174.1%
SOXL vs CDE
+25.0%
+20,149.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.2% | +4.1% | +4.8% |
| 7D | +3.9% | -3.1% | +7.0% | +5.3% |
| 30D | -14.3% | +9.5% | -23.8% | -17.9% |
| 3M | -45.6% | +25.5% | -71.1% | -50.2% |
| 6M | +117.2% | -7.9% | +125.1% | +132.1% |
| YTD | +189.8% | +15.6% | +174.3% | +181.6% |
| 1Y | +317.7% | +34.0% | +283.7% | +279.5% |
| 3Y | +478.6% | +791.9% | -313.3% | +150.7% |
| 5Y | +169.5% | +197.7% | -28.2% | +59.9% |
| 10Y | +5,222.1% | +55.0% | +5,167.0% | +2,936.1% |
| All | +20,174.1% | +25.0% | +20,149.1% | +9,201.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling