+357.4%
SOXL vs JBL
+52.3%
+305.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.5% | +8.4% | +6.6% |
| 7D | +5.3% | +3.0% | +2.3% | -1.0% |
| 30D | -11.2% | -8.3% | -2.9% | +6.7% |
| 3M | -55.4% | -16.9% | -38.5% | -21.7% |
| 6M | +107.1% | +21.8% | +85.4% | +104.8% |
| YTD | +179.0% | +36.3% | +142.7% | +134.6% |
| 1Y | +357.4% | +49.5% | +307.9% | +241.4% |
| All | +357.4% | +52.3% | +305.0% | +241.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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