+162.3%
SOXL vs MCHP
+3.6%
+158.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.7% | +1.6% | -2.1% |
| 7D | +3.9% | 0.0% | +3.8% | +3.8% |
| 30D | -14.3% | -6.0% | -8.3% | -1.8% |
| 3M | -45.6% | -19.7% | -25.9% | -3.6% |
| 6M | +117.2% | +14.0% | +103.2% | +114.5% |
| YTD | +189.8% | +18.4% | +171.4% | +159.8% |
| 1Y | +317.7% | +17.1% | +300.6% | +286.7% |
| 3Y | +478.6% | +0.7% | +477.9% | +829.4% |
| All | +162.3% | +3.6% | +158.7% | +609.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 MCHP 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