+55.9%
SOXL vs JCI
+27.0%
+28.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -6.3% | -2.6% | +7.8% |
| 7D | -37.9% | -10.7% | -27.2% | -13.6% |
| 30D | -59.4% | -10.4% | -49.0% | -42.1% |
| 3M | -52.3% | -8.3% | -44.0% | -34.6% |
| 6M | -47.7% | -2.1% | -45.6% | -29.6% |
| YTD | +58.8% | +18.4% | +40.4% | +70.5% |
| 1Y | +55.9% | +27.7% | +28.2% | +50.5% |
| All | +55.9% | +27.0% | +28.8% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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