+357.4%
SOXL vs LII
-28.2%
+385.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.2% | +8.7% | +8.6% |
| 7D | +5.3% | -0.7% | +6.1% | +6.2% |
| 30D | -11.2% | -12.6% | +1.4% | +3.3% |
| 3M | -55.4% | -24.4% | -30.9% | -38.1% |
| 6M | +107.1% | -28.7% | +135.8% | +197.5% |
| YTD | +179.0% | -19.1% | +198.2% | +259.9% |
| 1Y | +357.4% | -29.7% | +387.1% | +573.9% |
| All | +357.4% | -28.2% | +385.5% | +573.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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