+19,418.6%
SOXL vs GEN
+398.8%
+19,019.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.2% | +12.0% | +12.2% |
| 7D | +5.3% | -1.2% | +6.5% | +6.4% |
| 30D | -11.2% | +10.1% | -21.3% | -20.9% |
| 3M | -55.4% | +16.1% | -71.4% | -65.3% |
| 6M | +107.1% | +38.9% | +68.3% | +25.9% |
| YTD | +179.0% | +14.4% | +164.6% | +107.6% |
| 1Y | +357.4% | +5.9% | +351.5% | +269.0% |
| 3Y | +397.5% | +58.8% | +338.7% | +168.8% |
| 5Y | +155.9% | +24.7% | +131.2% | +87.2% |
| 10Y | +4,301.6% | +163.1% | +4,138.5% | +1,012.0% |
| All | +19,418.6% | +398.8% | +19,019.7% | +1,916.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling