+4,692.2%
SOXL vs LIN
+352.0%
+4,340.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +9.1% |
| 7D | +16.4% | -3.5% | +19.9% | +24.6% |
| 30D | -12.1% | -4.1% | -8.0% | -6.3% |
| 3M | -41.7% | -6.4% | -35.3% | -37.9% |
| 6M | +157.4% | -2.4% | +159.8% | +144.4% |
| YTD | +193.3% | +10.9% | +182.4% | +106.4% |
| 1Y | +355.3% | 0.0% | +355.3% | +284.1% |
| 3Y | +484.2% | +25.8% | +458.3% | +220.3% |
| 5Y | +182.7% | +60.8% | +121.8% | +15.9% |
| 10Y | +4,692.2% | +358.4% | +4,333.9% | +334.9% |
| All | +4,692.2% | +352.0% | +4,340.3% | +334.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling