+317.7%
SOXL vs JD
-15.9%
+333.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.1% | +5.1% |
| 7D | +3.9% | -4.2% | +8.1% | +7.0% |
| 30D | -14.3% | -14.4% | +0.1% | -4.6% |
| 3M | -45.6% | -3.6% | -42.0% | -47.3% |
| 6M | +117.2% | -0.3% | +117.5% | +97.8% |
| YTD | +189.8% | -2.4% | +192.2% | +175.3% |
| 1Y | +317.7% | -18.5% | +336.3% | +417.9% |
| All | +317.7% | -15.9% | +333.7% | +417.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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