+55.9%
SOXL vs CVE
+73.4%
-17.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -7.6% | -1.2% | -8.5% |
| 7D | -37.9% | -12.1% | -25.8% | -37.7% |
| 30D | -59.4% | -9.8% | -49.6% | -59.1% |
| 3M | -52.3% | -0.7% | -51.6% | -51.9% |
| 6M | -47.7% | -4.3% | -43.4% | -46.6% |
| YTD | +58.8% | +70.6% | -11.8% | +44.9% |
| 1Y | +55.9% | +73.2% | -17.3% | +41.6% |
| All | +55.9% | +73.4% | -17.5% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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