+3,545.2%
SOXL vs CFG
+358.5%
+3,186.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | +0.2% |
| 7D | +60.3% | +1.6% | +58.7% | +58.2% |
| 30D | -48.6% | +3.3% | -51.9% | -49.3% |
| 3M | -53.9% | -11.5% | -42.3% | -45.6% |
| 6M | -62.0% | +6.2% | -68.2% | -64.7% |
| YTD | +56.0% | +14.3% | +41.8% | +36.0% |
| 1Y | +50.0% | +26.7% | +23.3% | +15.8% |
| 3Y | +223.8% | +187.8% | +36.0% | +5.6% |
| 5Y | +6.7% | +61.3% | -54.6% | -24.1% |
| 10Y | +2,163.6% | +217.2% | +1,946.4% | +656.9% |
| All | +3,545.2% | +358.5% | +3,186.8% | +682.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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