+149.2%
SOXL vs GE
+419.1%
-269.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.4% | -7.6% | -7.3% |
| 7D | +8.5% | -2.8% | +11.2% | +13.9% |
| 30D | -13.0% | -11.9% | -1.0% | +7.1% |
| 3M | -35.9% | +1.8% | -37.8% | -38.6% |
| 6M | +112.1% | -0.6% | +112.7% | +111.7% |
| YTD | +175.4% | +5.5% | +169.9% | +145.1% |
| 1Y | +304.9% | +15.0% | +289.9% | +212.1% |
| 3Y | +448.6% | +269.5% | +179.0% | -48.2% |
| All | +149.2% | +419.1% | -269.9% | -88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling