+355.3%
SOXL vs GD
+12.5%
+342.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +5.9% | +5.2% |
| 7D | +16.4% | -3.5% | +19.9% | +17.1% |
| 30D | -12.1% | -9.0% | -3.1% | -10.5% |
| 3M | -41.7% | +5.1% | -46.8% | -43.9% |
| 6M | +157.4% | -1.0% | +158.4% | +162.1% |
| YTD | +193.3% | +7.3% | +186.0% | +156.4% |
| 1Y | +355.3% | +12.4% | +342.9% | +321.9% |
| All | +355.3% | +12.5% | +342.8% | +321.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling