+357.4%
SOXL vs CVS
+35.9%
+321.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.5% | +10.3% | +9.9% |
| 7D | +5.3% | +4.0% | +1.4% | +5.0% |
| 30D | -11.2% | -2.4% | -8.8% | -10.9% |
| 3M | -55.4% | +2.7% | -58.0% | -55.6% |
| 6M | +107.1% | +21.9% | +85.3% | +92.7% |
| YTD | +179.0% | +24.7% | +154.3% | +153.8% |
| 1Y | +357.4% | +35.4% | +321.9% | +327.0% |
| All | +357.4% | +35.9% | +321.4% | +327.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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