+357.4%
SOXL vs GILD
+36.9%
+320.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.1% | +10.0% | +9.9% |
| 7D | +5.3% | +3.7% | +1.7% | +5.7% |
| 30D | -11.2% | +14.6% | -25.8% | -10.3% |
| 3M | -55.4% | +17.7% | -73.0% | -55.3% |
| 6M | +107.1% | +3.1% | +104.0% | +122.1% |
| YTD | +179.0% | +24.5% | +154.5% | +192.3% |
| 1Y | +357.4% | +37.4% | +320.0% | +405.2% |
| All | +357.4% | +36.9% | +320.4% | +405.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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