+478.6%
SOXL vs LRCX
+354.8%
+123.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.2% | +5.1% |
| 7D | +3.9% | -3.1% | +6.9% | +10.3% |
| 30D | -14.3% | -8.6% | -5.8% | +3.2% |
| 3M | -45.6% | -17.7% | -27.9% | -7.8% |
| 6M | +117.2% | +36.4% | +80.8% | +50.9% |
| YTD | +189.8% | +74.5% | +115.3% | +18.9% |
| 1Y | +317.7% | +159.4% | +158.3% | -23.9% |
| 3Y | +478.6% | +361.6% | +117.0% | -52.2% |
| All | +478.6% | +354.8% | +123.9% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LRCX.
Daily Out/Under-Performance
Portfolio return minus LRCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LRCX 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 LRCX 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