+20,848.2%
SOXL vs LMT
+958.4%
+19,889.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +4.4% |
| 7D | +18.4% | -1.3% | +19.7% | +19.8% |
| 30D | -3.2% | -12.5% | +9.3% | +10.6% |
| 3M | -37.6% | -0.5% | -37.1% | -41.4% |
| 6M | +136.1% | -20.0% | +156.1% | +177.0% |
| YTD | +199.5% | +10.4% | +189.1% | +137.2% |
| 1Y | +363.2% | +17.7% | +345.5% | +236.1% |
| 3Y | +496.5% | +34.3% | +462.2% | +195.4% |
| 5Y | +184.8% | +71.8% | +113.0% | -17.9% |
| 10Y | +5,399.0% | +187.0% | +5,212.0% | +538.8% |
| All | +20,848.2% | +958.4% | +19,889.7% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 all: compounded portfolio wealth divided by compounded LMT 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…
all analysis · Full analysis span regression · 6 months rolling