+214.0%
SOXL vs CORZ
+213.0%
+1.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.0% | -4.1% | -5.5% |
| 7D | +8.5% | -3.0% | +11.4% | +10.6% |
| 30D | -13.0% | -12.1% | -0.9% | -5.1% |
| 3M | -35.9% | -32.4% | -3.5% | -14.8% |
| 6M | +112.1% | +12.4% | +99.7% | +124.8% |
| YTD | +175.4% | +19.3% | +156.1% | +187.1% |
| 1Y | +304.9% | +8.6% | +296.2% | +346.2% |
| All | +214.0% | +213.0% | +1.0% | +117.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling