+20,174.1%
SOXL vs LUV
+261.5%
+19,912.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.4% | +3.8% | +3.6% |
| 7D | +3.9% | -1.0% | +4.8% | +4.9% |
| 30D | -14.3% | -12.4% | -2.0% | -0.5% |
| 3M | -45.6% | -11.0% | -34.6% | -37.8% |
| 6M | +117.2% | -5.0% | +122.2% | +135.7% |
| YTD | +189.8% | -3.8% | +193.6% | +191.1% |
| 1Y | +317.7% | +25.9% | +291.8% | +203.5% |
| 3Y | +478.6% | +42.2% | +436.4% | +251.7% |
| 5Y | +169.5% | -10.8% | +180.3% | +223.1% |
| 10Y | +5,222.1% | +19.0% | +5,203.1% | +4,445.8% |
| All | +20,174.1% | +261.5% | +19,912.6% | +3,834.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 all: compounded portfolio wealth divided by compounded LUV 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…
all analysis · Full analysis span regression · 6 months rolling