+357.4%
SOXL vs DOW
+30.0%
+327.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.0% | +12.9% | +9.8% |
| 7D | +5.3% | -2.4% | +7.7% | +5.3% |
| 30D | -11.2% | +0.4% | -11.6% | -11.2% |
| 3M | -55.4% | -14.4% | -41.0% | -53.8% |
| 6M | +107.1% | -7.0% | +114.1% | +91.7% |
| YTD | +179.0% | +30.2% | +148.8% | +97.2% |
| 1Y | +357.4% | +29.2% | +328.2% | +216.2% |
| All | +357.4% | +30.0% | +327.3% | +216.2% |
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