+5,088.2%
SOXL vs D
+38.4%
+5,049.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +3.0% |
| 7D | +18.4% | -0.4% | +18.8% | +18.6% |
| 30D | -3.2% | -2.1% | -1.1% | -2.0% |
| 3M | -37.6% | -0.7% | -36.8% | -37.9% |
| 6M | +136.1% | +5.6% | +130.5% | +123.5% |
| YTD | +199.5% | +14.6% | +184.9% | +169.1% |
| 1Y | +363.2% | +15.3% | +347.9% | +308.6% |
| 3Y | +496.5% | +59.1% | +437.3% | +283.1% |
| 5Y | +184.8% | +3.9% | +180.9% | +159.3% |
| All | +5,088.2% | +38.4% | +5,049.9% | +4,408.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling