+55.9%
SOXL vs DOW
+50.2%
+5.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.2% | -5.6% | -10.0% |
| 7D | -37.9% | -4.2% | -33.7% | -38.6% |
| 30D | -59.4% | +14.7% | -74.1% | -57.1% |
| 3M | -52.3% | +9.1% | -61.4% | -49.9% |
| 6M | -47.7% | -17.7% | -30.0% | -45.0% |
| YTD | +58.8% | +44.6% | +14.1% | +21.1% |
| 1Y | +55.9% | +51.9% | +4.0% | +17.1% |
| All | +55.9% | +50.2% | +5.7% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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