+4,692.2%
SOXL vs CSGP
+41.1%
+4,651.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.8% | +7.0% | +7.1% |
| 7D | +16.4% | -5.1% | +21.5% | +22.7% |
| 30D | -12.1% | +0.3% | -12.4% | -16.7% |
| 3M | -41.7% | -9.1% | -32.6% | -47.8% |
| 6M | +157.4% | -37.3% | +194.7% | +239.0% |
| YTD | +193.3% | -54.9% | +248.2% | +455.3% |
| 1Y | +355.3% | -65.5% | +420.9% | +1,128.7% |
| 3Y | +484.2% | -63.3% | +547.4% | +1,319.9% |
| 5Y | +182.7% | -65.8% | +248.4% | +759.2% |
| 10Y | +4,692.2% | +40.1% | +4,652.1% | +2,534.4% |
| All | +4,692.2% | +41.1% | +4,651.1% | +2,534.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CSGP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling