+55.9%
SOXL vs ELV
+42.6%
+13.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.9% | -13.7% | -7.7% |
| 7D | -37.9% | +4.8% | -42.7% | -37.1% |
| 30D | -59.4% | +10.1% | -69.5% | -58.8% |
| 3M | -52.3% | +15.4% | -67.7% | -51.7% |
| 6M | -47.7% | +17.7% | -65.4% | -48.2% |
| YTD | +58.8% | +25.7% | +33.1% | +40.3% |
| 1Y | +55.9% | +39.9% | +16.0% | +36.3% |
| All | +55.9% | +42.6% | +13.3% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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