+10,813.1%
SOXL vs LII
+881.9%
+9,931.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | +0.4% |
| 7D | +60.3% | -0.2% | +60.5% | +61.3% |
| 30D | -48.6% | -0.6% | -48.0% | -50.4% |
| 3M | -53.9% | -17.0% | -36.9% | -42.3% |
| 6M | -62.0% | -31.1% | -30.9% | -37.1% |
| YTD | +56.0% | -27.7% | +83.7% | +136.9% |
| 1Y | +50.0% | -26.2% | +76.2% | +121.3% |
| 3Y | +223.8% | -9.6% | +233.4% | +295.0% |
| 5Y | +6.7% | +15.7% | -9.0% | +4.6% |
| 10Y | +2,163.6% | +166.9% | +1,996.7% | +671.2% |
| All | +10,813.1% | +881.9% | +9,931.2% | +593.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling