+2,358.4%
SOXL vs FND
+57.3%
+2,301.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.8% |
| 7D | +18.4% | -0.8% | +19.1% | +18.8% |
| 30D | -3.2% | -19.6% | +16.4% | +18.8% |
| 3M | -37.6% | -4.3% | -33.2% | -37.8% |
| 6M | +136.1% | -20.4% | +156.5% | +180.7% |
| YTD | +199.5% | -21.9% | +221.3% | +254.6% |
| 1Y | +363.2% | -45.2% | +408.4% | +680.6% |
| 3Y | +496.5% | -49.2% | +545.7% | +972.3% |
| 5Y | +184.8% | -61.8% | +246.6% | +694.0% |
| All | +2,358.4% | +57.3% | +2,301.1% | +2,546.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling