+20,415.5%
SOXL vs GE
+483.3%
+19,932.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +6.0% |
| 7D | +16.4% | +1.2% | +15.2% | +14.7% |
| 30D | -12.1% | -9.5% | -2.6% | -0.4% |
| 3M | -41.7% | +4.1% | -45.8% | -44.6% |
| 6M | +157.4% | +3.9% | +153.5% | +147.7% |
| YTD | +193.3% | +9.0% | +184.3% | +165.9% |
| 1Y | +355.3% | +21.9% | +333.4% | +262.3% |
| 3Y | +484.2% | +281.8% | +202.4% | +22.5% |
| 5Y | +182.7% | +436.7% | -254.1% | -54.4% |
| 10Y | +4,692.2% | +151.5% | +4,540.7% | +2,325.6% |
| All | +20,415.5% | +483.3% | +19,932.1% | +2,757.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling