+363.2%
SOXL vs LBRT
+119.0%
+244.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +0.1% |
| 7D | +18.4% | +10.2% | +8.2% | +11.1% |
| 30D | -3.2% | +4.9% | -8.0% | -5.8% |
| 3M | -37.6% | -21.2% | -16.4% | -28.2% |
| 6M | +136.1% | -19.9% | +156.0% | +170.2% |
| YTD | +199.5% | +20.8% | +178.7% | +178.3% |
| 1Y | +363.2% | +123.5% | +239.7% | +272.8% |
| All | +363.2% | +119.0% | +244.3% | +272.8% |
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