+357.4%
SOXL vs LBRT
+100.7%
+256.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.0% | +8.8% | +9.2% |
| 7D | +5.3% | +8.3% | -2.9% | -0.1% |
| 30D | -11.2% | +6.1% | -17.3% | -14.7% |
| 3M | -55.4% | -34.8% | -20.6% | -41.3% |
| 6M | +107.1% | -24.8% | +132.0% | +148.0% |
| YTD | +179.0% | +12.2% | +166.8% | +173.5% |
| 1Y | +357.4% | +94.0% | +263.4% | +313.1% |
| All | +357.4% | +100.7% | +256.6% | +313.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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