+156.1%
SOXL vs FLEX
+684.1%
-528.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.1% | -3.9% | -1.1% |
| 7D | +8.5% | +0.1% | +8.3% | +8.5% |
| 30D | -13.0% | -11.8% | -1.2% | +8.6% |
| 3M | -35.9% | -22.6% | -13.4% | +12.9% |
| 6M | +112.1% | +77.3% | +34.7% | -25.5% |
| YTD | +175.4% | +78.8% | +96.7% | -3.1% |
| 1Y | +304.9% | +86.1% | +218.8% | +36.1% |
| 3Y | +448.6% | +446.2% | +2.3% | -71.7% |
| 5Y | +156.1% | +689.7% | -533.6% | -92.6% |
| All | +156.1% | +684.1% | -528.0% | -92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 5y: compounded portfolio wealth divided by compounded FLEX 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…
5y analysis · Full analysis span regression · 6 months rolling