+1,272.3%
SOXL vs DOW
-17.0%
+1,289.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.1% | +7.3% | +7.6% |
| 7D | +3.9% | -1.4% | +5.3% | +5.3% |
| 30D | -14.3% | -3.9% | -10.4% | -11.6% |
| 3M | -45.6% | -12.7% | -32.9% | -41.2% |
| 6M | +117.2% | -13.7% | +130.9% | +110.1% |
| YTD | +189.8% | +28.4% | +161.5% | +56.0% |
| 1Y | +317.7% | +21.8% | +296.0% | +136.6% |
| 3Y | +478.6% | -35.7% | +514.3% | +748.4% |
| 5Y | +169.5% | -36.8% | +206.3% | +364.0% |
| All | +1,272.3% | -17.0% | +1,289.3% | +1,508.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling