+19,165.6%
SOXL vs MCHP
+704.3%
+18,461.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.0% | -6.1% | -4.0% |
| 7D | +8.5% | -2.1% | +10.5% | +13.6% |
| 30D | -13.0% | -11.1% | -1.8% | +11.8% |
| 3M | -35.9% | -18.1% | -17.8% | +11.5% |
| 6M | +112.1% | +10.8% | +101.3% | +118.3% |
| YTD | +175.4% | +14.2% | +161.2% | +160.0% |
| 1Y | +304.9% | +13.5% | +291.4% | +289.4% |
| 3Y | +448.6% | -2.0% | +450.6% | +776.1% |
| 5Y | +156.1% | +1.4% | +154.7% | +604.3% |
| 10Y | +4,957.3% | +195.5% | +4,761.8% | +2,523.9% |
| All | +19,165.6% | +704.3% | +18,461.3% | +1,185.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling