+317.7%
SOXL vs CSGP
-64.8%
+382.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.3% | +1.9% | +8.0% |
| 7D | +3.9% | -1.5% | +5.3% | +2.5% |
| 30D | -14.3% | -0.1% | -14.2% | -13.4% |
| 3M | -45.6% | -6.7% | -38.9% | -41.2% |
| 6M | +117.2% | -32.8% | +150.0% | +137.0% |
| YTD | +189.8% | -54.7% | +244.5% | +238.4% |
| 1Y | +317.7% | -65.0% | +382.8% | +380.5% |
| All | +317.7% | -64.8% | +382.5% | +380.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling