+317.7%
SOXL vs EXEL
+48.5%
+269.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.3% | +7.5% | +6.4% |
| 7D | +3.9% | -4.9% | +8.8% | +6.5% |
| 30D | -14.3% | +11.4% | -25.7% | -19.8% |
| 3M | -45.6% | +4.9% | -50.5% | -47.9% |
| 6M | +117.2% | +34.4% | +82.8% | +77.6% |
| YTD | +189.8% | +28.0% | +161.8% | +140.9% |
| 1Y | +317.7% | +43.6% | +274.1% | +235.6% |
| All | +317.7% | +48.5% | +269.2% | +235.6% |
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