+357.4%
SOXL vs CVX
+37.2%
+320.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.3% | +11.2% | +7.9% |
| 7D | +5.3% | +3.3% | +2.0% | +11.1% |
| 30D | -11.2% | +12.9% | -24.1% | +8.3% |
| 3M | -55.4% | +11.7% | -67.1% | -42.2% |
| 6M | +107.1% | +14.1% | +93.0% | +163.2% |
| YTD | +179.0% | +40.7% | +138.3% | +245.4% |
| 1Y | +357.4% | +37.5% | +319.9% | +448.0% |
| All | +357.4% | +37.2% | +320.2% | +448.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 CVX 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