+357.4%
SOXL vs FND
-36.4%
+393.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.7% | +8.2% | +8.8% |
| 7D | +5.3% | -5.2% | +10.6% | +8.8% |
| 30D | -11.2% | -19.9% | +8.7% | +1.8% |
| 3M | -55.4% | +2.7% | -58.1% | -57.4% |
| 6M | +107.1% | -21.7% | +128.8% | +132.3% |
| YTD | +179.0% | -17.5% | +196.5% | +197.1% |
| 1Y | +357.4% | -39.3% | +396.7% | +472.5% |
| All | +357.4% | -36.4% | +393.7% | +472.5% |
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