+19,418.6%
SOXL vs EXR
+1,868.2%
+17,550.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.2% | +11.1% | +11.2% |
| 7D | +5.3% | -2.6% | +7.9% | +8.3% |
| 30D | -11.2% | -7.2% | -4.0% | -3.7% |
| 3M | -55.4% | -3.5% | -51.9% | -56.3% |
| 6M | +107.1% | -5.3% | +112.4% | +110.2% |
| YTD | +179.0% | +9.4% | +169.7% | +137.5% |
| 1Y | +357.4% | +1.3% | +356.0% | +316.8% |
| 3Y | +397.5% | +22.4% | +375.0% | +250.5% |
| 5Y | +155.9% | -12.2% | +168.1% | +191.9% |
| 10Y | +4,301.6% | +148.6% | +4,153.0% | +1,166.3% |
| All | +19,418.6% | +1,868.2% | +17,550.4% | +96.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling