+357.4%
SOXL vs LUMN
+42.5%
+314.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.0% | +11.9% | +11.4% |
| 7D | +5.3% | +12.1% | -6.8% | -4.2% |
| 30D | -11.2% | +11.3% | -22.5% | -19.3% |
| 3M | -55.4% | -31.6% | -23.7% | -38.8% |
| 6M | +107.1% | -2.7% | +109.9% | +128.0% |
| YTD | +179.0% | -12.9% | +191.9% | +218.5% |
| 1Y | +357.4% | +36.2% | +321.1% | +357.7% |
| All | +357.4% | +42.5% | +314.8% | +357.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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