+484.2%
SOXL vs LII
+2.8%
+481.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.4% | +6.5% | +7.1% |
| 7D | +16.4% | +2.1% | +14.3% | +12.7% |
| 30D | -12.1% | -12.4% | +0.3% | +5.8% |
| 3M | -41.7% | -24.8% | -16.9% | -14.4% |
| 6M | +157.4% | -25.2% | +182.6% | +298.2% |
| YTD | +193.3% | -20.3% | +213.5% | +294.9% |
| 1Y | +355.3% | -32.9% | +388.3% | +705.9% |
| 3Y | +484.2% | +2.0% | +482.1% | +540.0% |
| All | +484.2% | +2.8% | +481.4% | +540.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling