+55.9%
SOXL vs LIN
+27.8%
+28.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.6% | -11.4% | -7.0% |
| 7D | -37.9% | +3.3% | -41.1% | -36.0% |
| 30D | -59.4% | +8.8% | -68.2% | -57.2% |
| 3M | -52.3% | +8.6% | -60.9% | -49.7% |
| 6M | -47.7% | +7.0% | -54.7% | -45.6% |
| YTD | +58.8% | +24.3% | +34.5% | +81.3% |
| 1Y | +55.9% | +27.3% | +28.6% | +101.0% |
| All | +55.9% | +27.8% | +28.1% | +101.0% |
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