+449.8%
SOXL vs DOW
-34.9%
+484.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.8% | -8.8% | -8.7% |
| 7D | +8.5% | -2.4% | +10.8% | +10.1% |
| 30D | -13.0% | -4.1% | -8.9% | -10.8% |
| 3M | -35.9% | -12.4% | -23.5% | -31.3% |
| 6M | +112.1% | -10.6% | +122.7% | +98.2% |
| YTD | +175.4% | +31.1% | +144.3% | +50.3% |
| 1Y | +304.9% | +30.5% | +274.4% | +117.7% |
| All | +449.8% | -34.9% | +484.8% | +738.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling