+304.9%
SOXL vs CDW
-13.4%
+318.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.2% | -8.2% | -8.0% |
| 7D | +8.5% | -7.4% | +15.8% | +9.1% |
| 30D | -13.0% | +5.8% | -18.8% | -13.5% |
| 3M | -35.9% | +10.8% | -46.7% | -36.2% |
| 6M | +112.1% | +21.5% | +90.6% | +93.9% |
| YTD | +175.4% | +6.4% | +169.1% | +180.1% |
| 1Y | +304.9% | -14.8% | +319.7% | +396.0% |
| All | +304.9% | -13.4% | +318.2% | +396.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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