+357.4%
SOXL vs EXEL
+59.2%
+298.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.2% | +10.1% | +10.0% |
| 7D | +5.3% | +8.4% | -3.0% | +0.9% |
| 30D | -11.2% | +4.1% | -15.3% | -13.4% |
| 3M | -55.4% | +12.4% | -67.8% | -58.8% |
| 6M | +107.1% | +41.5% | +65.6% | +66.1% |
| YTD | +179.0% | +34.6% | +144.4% | +127.5% |
| 1Y | +357.4% | +57.9% | +299.5% | +272.5% |
| All | +357.4% | +59.2% | +298.1% | +272.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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