+4,921.3%
SOXL vs GEN
+159.8%
+4,761.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.0% | +4.3% | +4.4% |
| 7D | +3.9% | -1.3% | +5.1% | +4.8% |
| 30D | -14.3% | +6.1% | -20.4% | -19.7% |
| 3M | -45.6% | +27.0% | -72.6% | -59.5% |
| 6M | +117.2% | +43.9% | +73.3% | +38.3% |
| YTD | +189.8% | +13.0% | +176.9% | +130.3% |
| 1Y | +317.7% | +4.0% | +313.7% | +258.7% |
| 3Y | +478.6% | +66.2% | +412.4% | +238.4% |
| 5Y | +169.5% | +23.2% | +146.3% | +115.7% |
| All | +4,921.3% | +159.8% | +4,761.5% | +1,848.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling