+19,418.6%
SOXL vs EXC
+158.2%
+19,260.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.1% | +10.9% | +10.9% |
| 7D | +5.3% | +0.3% | +5.0% | +4.9% |
| 30D | -11.2% | -3.7% | -7.5% | -8.0% |
| 3M | -55.4% | -1.3% | -54.1% | -57.2% |
| 6M | +107.1% | -9.7% | +116.8% | +113.0% |
| YTD | +179.0% | +2.9% | +176.1% | +147.0% |
| 1Y | +357.4% | +4.4% | +353.0% | +291.6% |
| 3Y | +397.5% | +22.2% | +375.3% | +194.9% |
| 5Y | +155.9% | +46.7% | +109.2% | +23.5% |
| 10Y | +4,301.6% | +155.3% | +4,146.2% | +1,245.9% |
| All | +19,418.6% | +158.2% | +19,260.3% | +5,962.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling