+304.9%
SOXL vs CSX
+54.9%
+250.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +1.4% | -9.4% | -9.7% |
| 7D | +8.5% | +0.1% | +8.3% | +8.1% |
| 30D | -13.0% | -1.5% | -11.4% | -11.2% |
| 3M | -35.9% | +6.0% | -41.9% | -41.4% |
| 6M | +112.1% | +20.6% | +91.5% | +60.2% |
| YTD | +175.4% | +36.5% | +138.9% | +88.8% |
| 1Y | +304.9% | +55.0% | +249.9% | +164.4% |
| All | +304.9% | +54.9% | +250.0% | +164.4% |
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