+55.9%
SOXL vs LYV
+25.0%
+30.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.4% | -11.2% | -9.6% |
| 7D | -37.9% | +6.2% | -44.1% | -39.2% |
| 30D | -59.4% | +7.3% | -66.7% | -60.4% |
| 3M | -52.3% | -0.3% | -52.0% | -52.3% |
| 6M | -47.7% | +16.2% | -63.9% | -52.5% |
| YTD | +58.8% | +28.5% | +30.2% | +44.1% |
| 1Y | +55.9% | +21.5% | +34.4% | +39.5% |
| All | +55.9% | +25.0% | +30.9% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV 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 LYV 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