+357.4%
SOXL vs ELV
+34.8%
+322.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.8% | +11.6% | +9.9% |
| 7D | +5.3% | +3.3% | +2.0% | +5.1% |
| 30D | -11.2% | +4.2% | -15.4% | -11.5% |
| 3M | -55.4% | -0.1% | -55.3% | -54.9% |
| 6M | +107.1% | +41.3% | +65.9% | +80.0% |
| YTD | +179.0% | +17.4% | +161.6% | +144.3% |
| 1Y | +357.4% | +35.1% | +322.3% | +295.0% |
| All | +357.4% | +34.8% | +322.5% | +295.0% |
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