+204.2%
SOXL vs COIN
-54.0%
+258.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +4.2% |
| 7D | +3.9% | -5.1% | +9.0% | +7.0% |
| 30D | -14.3% | +17.6% | -31.9% | -23.5% |
| 3M | -45.6% | +9.2% | -54.9% | -50.1% |
| 6M | +117.2% | -11.8% | +129.0% | +127.1% |
| YTD | +189.8% | -22.5% | +212.3% | +219.0% |
| 1Y | +317.7% | -45.9% | +363.6% | +480.8% |
| 3Y | +478.6% | +117.4% | +361.2% | +209.4% |
| 5Y | +169.5% | -29.4% | +198.9% | +150.3% |
| All | +204.2% | -54.0% | +258.2% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 COIN 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