+357.4%
SOXL vs MCK
+32.0%
+325.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.5% | +11.3% | +8.3% |
| 7D | +5.3% | +1.7% | +3.6% | +7.6% |
| 30D | -11.2% | +3.6% | -14.8% | -7.0% |
| 3M | -55.4% | +20.1% | -75.4% | -43.8% |
| 6M | +107.1% | -7.0% | +114.2% | +165.5% |
| YTD | +179.0% | +11.0% | +168.0% | +265.2% |
| 1Y | +357.4% | +31.8% | +325.5% | +541.7% |
| All | +357.4% | +32.0% | +325.4% | +541.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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