+230.4%
SOXL vs CORZ
+223.2%
+7.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.3% | +2.0% | +3.1% |
| 7D | +3.9% | +0.3% | +3.6% | +3.8% |
| 30D | -14.3% | -14.0% | -0.3% | -5.3% |
| 3M | -45.6% | -34.1% | -11.5% | -27.1% |
| 6M | +117.2% | +8.5% | +108.7% | +133.9% |
| YTD | +189.8% | +23.2% | +166.6% | +196.0% |
| 1Y | +317.7% | +15.4% | +302.4% | +345.5% |
| All | +230.4% | +223.2% | +7.1% | +124.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 3y: compounded portfolio wealth divided by compounded CORZ 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…
3y analysis · Full analysis span regression · 6 months rolling