+4,921.3%
SOXL vs CNC
+99.9%
+4,821.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.7% | +4.4% |
| 7D | +3.9% | -0.9% | +4.8% | +4.1% |
| 30D | -14.3% | -1.0% | -13.3% | -14.5% |
| 3M | -45.6% | +4.5% | -50.1% | -47.7% |
| 6M | +117.2% | +85.2% | +32.0% | +48.9% |
| YTD | +189.8% | +61.4% | +128.4% | +108.0% |
| 1Y | +317.7% | +94.9% | +222.8% | +162.3% |
| 3Y | +478.6% | 0.0% | +478.6% | +339.9% |
| 5Y | +169.5% | +11.2% | +158.3% | +78.8% |
| All | +4,921.3% | +99.9% | +4,821.4% | +3,018.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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