+484.2%
SOXL vs LBRT
+27.1%
+457.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.9% | +1.2% | +2.2% |
| 7D | +16.4% | +6.9% | +9.5% | +11.0% |
| 30D | -12.1% | +7.8% | -19.9% | -16.9% |
| 3M | -41.7% | -25.3% | -16.4% | -28.7% |
| 6M | +157.4% | -19.6% | +177.0% | +198.7% |
| YTD | +193.3% | +17.2% | +176.1% | +161.9% |
| 1Y | +355.3% | +114.1% | +241.3% | +158.6% |
| 3Y | +484.2% | +27.0% | +457.1% | +398.8% |
| All | +484.2% | +27.1% | +457.1% | +398.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling