+357.4%
SOXL vs CSX
+55.3%
+302.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.9% | +9.0% | +8.8% |
| 7D | +5.3% | -3.4% | +8.7% | +9.9% |
| 30D | -11.2% | -3.1% | -8.1% | -7.6% |
| 3M | -55.4% | +7.2% | -62.5% | -59.9% |
| 6M | +107.1% | +16.2% | +91.0% | +63.7% |
| YTD | +179.0% | +37.5% | +141.5% | +91.7% |
| 1Y | +357.4% | +53.2% | +304.1% | +205.0% |
| All | +357.4% | +55.3% | +302.1% | +205.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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