+357.4%
SOXL vs EXE
+3.1%
+354.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.2% | +11.0% | +9.6% |
| 7D | +5.3% | -0.3% | +5.6% | +5.3% |
| 30D | -11.2% | +8.5% | -19.7% | -9.8% |
| 3M | -55.4% | +5.5% | -60.8% | -54.6% |
| 6M | +107.1% | -5.9% | +113.0% | +112.5% |
| YTD | +179.0% | -9.7% | +188.8% | +189.5% |
| 1Y | +357.4% | +3.6% | +353.8% | +406.8% |
| All | +357.4% | +3.1% | +354.3% | +406.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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