+357.4%
SOXL vs LIN
+2.8%
+354.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.0% | +10.8% | +9.5% |
| 7D | +5.3% | -2.1% | +7.5% | +4.4% |
| 30D | -11.2% | -2.4% | -8.8% | -11.6% |
| 3M | -55.4% | -5.6% | -49.8% | -56.1% |
| 6M | +107.1% | -3.4% | +110.5% | +104.3% |
| YTD | +179.0% | +13.1% | +165.9% | +206.3% |
| 1Y | +357.4% | +2.5% | +354.9% | +405.0% |
| All | +357.4% | +2.8% | +354.5% | +405.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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