+357.4%
SOXL vs FIG
-56.9%
+414.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -4.4% | +14.2% | +9.5% |
| 7D | +5.3% | -16.3% | +21.6% | +3.7% |
| 30D | -11.2% | -14.3% | +3.1% | -11.7% |
| 3M | -55.4% | +7.2% | -62.5% | -53.1% |
| 6M | +107.1% | -18.6% | +125.8% | +137.7% |
| YTD | +179.0% | -35.5% | +214.5% | +273.4% |
| 1Y | +357.4% | -55.8% | +413.2% | +733.0% |
| All | +357.4% | -56.9% | +414.2% | +733.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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