+549.9%
SOXL vs CRCL
+31.3%
+518.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.3% | +4.9% | +5.2% |
| 7D | +3.9% | -11.2% | +15.1% | +6.5% |
| 30D | -14.3% | +27.1% | -41.4% | -19.2% |
| 3M | -45.6% | +9.6% | -55.3% | -47.3% |
| 6M | +117.2% | -19.7% | +136.9% | +119.9% |
| YTD | +189.8% | +14.2% | +175.6% | +173.5% |
| 1Y | +317.7% | -32.2% | +350.0% | +307.0% |
| All | +549.9% | +31.3% | +518.6% | +606.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling