+193.5%
SOXL vs IRE
-85.1%
+278.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +4.9% |
| 7D | +3.9% | -4.5% | +8.4% | +5.5% |
| 30D | -14.3% | -7.8% | -6.5% | -13.6% |
| 3M | -45.6% | -60.0% | +14.4% | -32.0% |
| 6M | +117.2% | -48.3% | +165.5% | +139.3% |
| YTD | +189.8% | -54.5% | +244.3% | +199.8% |
| All | +193.5% | -85.1% | +278.6% | +255.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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