+304.9%
SOXL vs FE
+11.5%
+293.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.1% | -8.1% | -7.9% |
| 7D | +8.5% | -1.7% | +10.1% | +6.4% |
| 30D | -13.0% | -1.3% | -11.7% | -14.1% |
| 3M | -35.9% | +0.6% | -36.5% | -34.5% |
| 6M | +112.1% | -6.8% | +118.9% | +116.4% |
| YTD | +175.4% | +6.4% | +169.0% | +202.2% |
| 1Y | +304.9% | +11.3% | +293.6% | +363.8% |
| All | +304.9% | +11.5% | +293.4% | +363.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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