+297.0%
SOXL vs EXR
-1.5%
+298.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.6% | -8.6% | -7.9% |
| 7D | +8.5% | -3.2% | +11.7% | +8.0% |
| 30D | -13.0% | -6.9% | -6.1% | -13.7% |
| 3M | -35.9% | -7.8% | -28.1% | -37.2% |
| 6M | +112.1% | -4.9% | +116.9% | +93.9% |
| YTD | +175.4% | +7.2% | +168.3% | +154.3% |
| All | +297.0% | -1.5% | +298.5% | +244.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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