+317.7%
SOXL vs IR
-8.8%
+326.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.5% | +5.5% |
| 7D | +3.9% | -4.5% | +8.4% | +9.9% |
| 30D | -14.3% | -13.9% | -0.4% | +3.6% |
| 3M | -45.6% | -0.3% | -45.3% | -47.0% |
| 6M | +117.2% | -14.3% | +131.5% | +158.7% |
| YTD | +189.8% | -7.9% | +197.7% | +210.7% |
| 1Y | +317.7% | -9.9% | +327.6% | +390.3% |
| All | +317.7% | -8.8% | +326.5% | +390.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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