+357.4%
SOXL vs GEN
+5.4%
+351.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.2% | +12.0% | +9.5% |
| 7D | +5.3% | -1.2% | +6.5% | +5.1% |
| 30D | -11.2% | +10.1% | -21.3% | -9.8% |
| 3M | -55.4% | +16.1% | -71.4% | -53.1% |
| 6M | +107.1% | +38.9% | +68.3% | +96.6% |
| YTD | +179.0% | +14.4% | +164.6% | +169.1% |
| 1Y | +357.4% | +5.9% | +351.5% | +365.7% |
| All | +357.4% | +5.4% | +351.9% | +365.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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