+10,813.1%
SOXL vs D
+241.7%
+10,571.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | +0.1% | -0.2% |
| 7D | +60.3% | -3.1% | +63.4% | +63.6% |
| 30D | -48.6% | +8.4% | -57.0% | -53.2% |
| 3M | -53.9% | +0.2% | -54.1% | -55.4% |
| 6M | -62.0% | +9.5% | -71.5% | -66.9% |
| YTD | +56.0% | +18.8% | +37.2% | +25.7% |
| 1Y | +50.0% | +14.7% | +35.3% | +23.2% |
| 3Y | +223.8% | +72.9% | +150.8% | +57.2% |
| 5Y | +6.7% | +13.1% | -6.4% | -21.2% |
| 10Y | +2,163.6% | +47.2% | +2,116.4% | +995.9% |
| All | +10,813.1% | +241.7% | +10,571.4% | +629.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling