+4,671.5%
SOXL vs CI
+144.3%
+4,527.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +1.0% | -9.0% | -8.8% |
| 7D | +8.5% | -1.3% | +9.8% | +9.3% |
| 30D | -13.0% | +3.1% | -16.1% | -15.8% |
| 3M | -35.9% | -4.5% | -31.4% | -36.2% |
| 6M | +112.1% | +8.3% | +103.8% | +84.9% |
| YTD | +175.4% | +3.8% | +171.6% | +149.2% |
| 1Y | +304.9% | -5.0% | +309.9% | +275.8% |
| 3Y | +448.6% | +5.8% | +442.8% | +275.7% |
| 5Y | +156.1% | +50.6% | +105.5% | +13.1% |
| All | +4,671.5% | +144.3% | +4,527.2% | +1,654.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling