+55.9%
SOXL vs LOW
-0.5%
+56.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +7.5% | -16.3% | -7.3% |
| 7D | -37.9% | +15.6% | -53.5% | -36.5% |
| 30D | -59.4% | +28.6% | -88.0% | -59.2% |
| 3M | -52.3% | +5.8% | -58.2% | -50.0% |
| 6M | -47.7% | +3.8% | -51.5% | -43.9% |
| YTD | +58.8% | -2.8% | +61.5% | +77.3% |
| 1Y | +55.9% | -1.4% | +57.3% | +71.0% |
| All | +55.9% | -0.5% | +56.4% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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