+317.7%
SOXL vs EQX
+17.2%
+300.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +4.2% |
| 7D | +3.9% | -3.2% | +7.1% | +6.1% |
| 30D | -14.3% | +7.8% | -22.1% | -19.1% |
| 3M | -45.6% | +21.3% | -67.0% | -52.8% |
| 6M | +117.2% | -22.4% | +139.6% | +134.1% |
| YTD | +189.8% | -11.3% | +201.2% | +195.4% |
| 1Y | +317.7% | +13.5% | +304.2% | +291.0% |
| All | +317.7% | +17.2% | +300.5% | +291.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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