+4,921.3%
SOXL vs GE
+151.5%
+4,769.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.4% | +5.4% |
| 7D | +3.9% | -4.0% | +7.9% | +8.7% |
| 30D | -14.3% | -11.4% | -2.9% | -2.2% |
| 3M | -45.6% | -2.6% | -43.0% | -44.2% |
| 6M | +117.2% | -0.3% | +117.5% | +121.6% |
| YTD | +189.8% | +5.4% | +184.5% | +178.9% |
| 1Y | +317.7% | +15.5% | +302.2% | +268.4% |
| 3Y | +478.6% | +260.8% | +217.9% | +72.7% |
| 5Y | +169.5% | +421.6% | -252.1% | -37.0% |
| All | +4,921.3% | +151.5% | +4,769.8% | +1,209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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