+55.9%
SOXL vs JBL
+20.8%
+35.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.8% | -4.0% | +1.8% |
| 7D | -37.9% | -11.1% | -26.8% | -17.1% |
| 30D | -59.4% | -14.1% | -45.3% | -40.9% |
| 3M | -52.3% | -23.9% | -28.4% | -11.2% |
| 6M | -47.7% | -24.1% | -23.6% | +24.3% |
| YTD | +58.8% | +13.5% | +45.3% | +93.8% |
| 1Y | +55.9% | +23.7% | +32.2% | +61.2% |
| All | +55.9% | +20.8% | +35.1% | +61.2% |
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