+55.9%
SOXL vs FND
-10.3%
+66.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +10.9% | -19.7% | -14.2% |
| 7D | -37.9% | +12.3% | -50.2% | -41.7% |
| 30D | -59.4% | +14.7% | -74.1% | -62.8% |
| 3M | -52.3% | -12.0% | -40.3% | -48.5% |
| 6M | -47.7% | +10.8% | -58.5% | -53.2% |
| YTD | +58.8% | -12.3% | +71.0% | +57.0% |
| 1Y | +55.9% | -13.4% | +69.3% | +56.2% |
| All | +55.9% | -10.3% | +66.1% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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