+1,924.8%
SOXL vs LIN
+430.8%
+1,494.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +1.0% | +21.3% | +20.2% |
| 7D | -17.6% | +0.1% | -17.7% | -17.9% |
| 30D | -59.8% | +7.6% | -67.4% | -66.8% |
| 3M | -59.9% | +6.5% | -66.4% | -67.0% |
| 6M | -68.2% | +6.2% | -74.4% | -75.1% |
| YTD | +33.8% | +23.2% | +10.6% | -27.1% |
| 1Y | +34.7% | +25.4% | +9.3% | -31.2% |
| 3Y | +211.0% | +38.3% | +172.8% | +34.9% |
| 5Y | -8.6% | +64.4% | -73.0% | -65.8% |
| 10Y | +1,924.8% | +417.3% | +1,507.5% | +56.9% |
| All | +1,924.8% | +430.8% | +1,494.0% | +56.9% |
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