+117.2%
SOXL vs CRCL
-24.4%
+141.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.3% | +4.9% | +5.1% |
| 7D | +3.9% | -11.2% | +15.1% | +8.5% |
| 30D | -14.3% | +27.1% | -41.4% | -23.3% |
| 3M | -45.6% | +9.6% | -55.3% | -48.6% |
| 6M | +117.2% | -19.7% | +136.9% | +124.9% |
| All | +117.2% | -24.4% | +141.6% | +124.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 6mo: compounded portfolio wealth divided by compounded CRCL 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…
6mo analysis · Full analysis span regression · 6 months rolling