+55.9%
SOXL vs EXC
+1.0%
+54.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.6% | -10.4% | -5.9% |
| 7D | -37.9% | +3.3% | -41.2% | -33.7% |
| 30D | -59.4% | +13.3% | -72.7% | -48.7% |
| 3M | -52.3% | +1.8% | -54.1% | -49.4% |
| 6M | -47.7% | +1.1% | -48.8% | -41.6% |
| YTD | +58.8% | +9.0% | +49.7% | +81.0% |
| 1Y | +55.9% | +3.4% | +52.5% | +85.7% |
| All | +55.9% | +1.0% | +54.8% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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