+484.2%
SOXL vs CSX
+68.3%
+415.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +5.9% | +6.4% |
| 7D | +16.4% | +0.6% | +15.8% | +15.3% |
| 30D | -12.1% | -2.3% | -9.8% | -8.8% |
| 3M | -41.7% | +4.3% | -46.0% | -46.1% |
| 6M | +157.4% | +23.4% | +134.0% | +81.9% |
| YTD | +193.3% | +36.4% | +156.9% | +77.4% |
| 1Y | +355.3% | +53.0% | +302.3% | +127.4% |
| 3Y | +484.2% | +70.6% | +413.5% | +120.2% |
| All | +484.2% | +68.3% | +415.9% | +120.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling