+182.7%
SOXL vs LSCC
+85.6%
+97.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +2.9% |
| 7D | +16.4% | +5.2% | +11.2% | +7.3% |
| 30D | -12.1% | -9.6% | -2.5% | +5.5% |
| 3M | -41.7% | -17.8% | -23.9% | -3.7% |
| 6M | +157.4% | +37.4% | +120.0% | +110.5% |
| YTD | +193.3% | +59.7% | +133.6% | +85.7% |
| 1Y | +355.3% | +76.2% | +279.1% | +151.4% |
| 3Y | +484.2% | +28.2% | +456.0% | +505.9% |
| 5Y | +182.7% | +87.2% | +95.5% | +102.1% |
| All | +182.7% | +85.6% | +97.0% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 5y: compounded portfolio wealth divided by compounded LSCC 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…
5y analysis · Full analysis span regression · 6 months rolling