+317.7%
SOXL vs D
+13.5%
+304.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.1% | +6.3% | +4.4% |
| 7D | +3.9% | -2.2% | +6.1% | +2.1% |
| 30D | -14.3% | -4.5% | -9.9% | -17.4% |
| 3M | -45.6% | -2.5% | -43.1% | -46.5% |
| 6M | +117.2% | +5.5% | +111.6% | +125.0% |
| YTD | +189.8% | +13.3% | +176.6% | +224.8% |
| 1Y | +317.7% | +11.8% | +305.9% | +389.3% |
| All | +317.7% | +13.5% | +304.2% | +389.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling