+357.4%
SOXL vs COST
-3.4%
+360.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.0% | +10.9% | +8.1% |
| 7D | +5.3% | -3.1% | +8.5% | 0.0% |
| 30D | -11.2% | -2.8% | -8.4% | -14.3% |
| 3M | -55.4% | -5.7% | -49.7% | -56.0% |
| 6M | +107.1% | -8.8% | +115.9% | +98.4% |
| YTD | +179.0% | +6.7% | +172.4% | +176.6% |
| 1Y | +357.4% | -3.6% | +361.0% | +341.8% |
| All | +357.4% | -3.4% | +360.8% | +341.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 1y: compounded portfolio wealth divided by compounded COST 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…
1y analysis · Full analysis span regression · 6 months rolling