+478.6%
SOXL vs LOW
-10.2%
+488.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.1% | +5.1% |
| 7D | +3.9% | -3.7% | +7.6% | +8.2% |
| 30D | -14.3% | -8.9% | -5.4% | -5.8% |
| 3M | -45.6% | -10.4% | -35.2% | -41.5% |
| 6M | +117.2% | -19.4% | +136.6% | +168.7% |
| YTD | +189.8% | -17.1% | +207.0% | +235.1% |
| 1Y | +317.7% | -26.3% | +344.0% | +472.3% |
| 3Y | +478.6% | -9.9% | +488.5% | +538.4% |
| All | +478.6% | -10.2% | +488.8% | +538.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling