+233.2%
SOXL vs LII
-9.2%
+242.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | +0.3% |
| 7D | +60.3% | -0.2% | +60.5% | +61.2% |
| 30D | -48.6% | -0.6% | -48.0% | -50.3% |
| 3M | -53.9% | -17.0% | -36.9% | -42.6% |
| 6M | -62.0% | -31.1% | -30.9% | -37.9% |
| YTD | +56.0% | -27.7% | +83.7% | +130.9% |
| 1Y | +50.0% | -26.2% | +76.2% | +115.4% |
| All | +233.2% | -9.2% | +242.3% | +290.4% |
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