+497.9%
SOXL vs JD
-8.1%
+505.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +3.7% |
| 7D | +18.4% | -3.0% | +21.3% | +20.6% |
| 30D | -3.2% | -19.3% | +16.2% | +10.0% |
| 3M | -37.6% | -6.0% | -31.6% | -37.0% |
| 6M | +136.1% | +1.8% | +134.3% | +126.7% |
| YTD | +199.5% | -2.6% | +202.0% | +196.7% |
| 1Y | +363.2% | -17.4% | +380.7% | +418.7% |
| All | +497.9% | -8.1% | +505.9% | +565.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling