+357.4%
SOXL vs LTH
+54.1%
+303.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.3% | +9.5% | +9.7% |
| 7D | +5.3% | -0.6% | +6.0% | +5.6% |
| 30D | -11.2% | -4.6% | -6.6% | -8.9% |
| 3M | -55.4% | +32.8% | -88.2% | -65.2% |
| 6M | +107.1% | +64.6% | +42.5% | +40.0% |
| YTD | +179.0% | +62.6% | +116.4% | +91.6% |
| 1Y | +357.4% | +49.9% | +307.4% | +264.0% |
| All | +357.4% | +54.1% | +303.2% | +264.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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