+55.9%
SOXL vs LITE
+233.7%
-177.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -7.9% | -1.0% | -2.2% |
| 7D | -37.9% | -31.4% | -6.5% | -13.9% |
| 30D | -59.4% | -42.6% | -16.8% | -33.7% |
| 3M | -52.3% | -26.2% | -26.1% | -36.3% |
| 6M | -47.7% | -35.8% | -11.9% | -18.4% |
| YTD | +58.8% | +70.0% | -11.3% | +42.5% |
| 1Y | +55.9% | +232.7% | -176.8% | -9.4% |
| All | +55.9% | +233.7% | -177.8% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 LITE 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