+1,288.6%
SOXL vs DOW
-15.4%
+1,304.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +4.6% |
| 7D | +16.4% | -2.9% | +19.3% | +19.7% |
| 30D | -12.1% | +2.0% | -14.1% | -15.8% |
| 3M | -41.7% | -12.5% | -29.2% | -37.4% |
| 6M | +157.4% | -9.2% | +166.6% | +135.0% |
| YTD | +193.3% | +30.8% | +162.5% | +55.0% |
| 1Y | +355.3% | +29.4% | +325.9% | +137.8% |
| 3Y | +484.2% | -34.6% | +518.7% | +741.9% |
| 5Y | +182.7% | -35.9% | +218.6% | +380.5% |
| All | +1,288.6% | -15.4% | +1,304.1% | +1,497.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling