+4,692.2%
SOXL vs GD
+189.7%
+4,502.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +5.9% | +6.3% |
| 7D | +16.4% | -3.5% | +19.9% | +22.3% |
| 30D | -12.1% | -9.0% | -3.1% | +0.3% |
| 3M | -41.7% | +5.1% | -46.8% | -48.7% |
| 6M | +157.4% | -1.0% | +158.4% | +140.5% |
| YTD | +193.3% | +7.3% | +186.0% | +135.0% |
| 1Y | +355.3% | +12.4% | +342.9% | +242.0% |
| 3Y | +484.2% | +73.7% | +410.5% | +103.1% |
| 5Y | +182.7% | +93.8% | +88.9% | -14.0% |
| 10Y | +4,692.2% | +190.6% | +4,501.7% | +964.8% |
| All | +4,692.2% | +189.7% | +4,502.5% | +964.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 10y: compounded portfolio wealth divided by compounded GD 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…
10y analysis · Full analysis span regression · 6 months rolling