+4,921.3%
SOXL vs MCK
+442.8%
+4,478.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.2% | +5.2% |
| 7D | +3.9% | -2.9% | +6.8% | +5.5% |
| 30D | -14.3% | +0.4% | -14.7% | -15.0% |
| 3M | -45.6% | +12.1% | -57.7% | -51.6% |
| 6M | +117.2% | -5.4% | +122.6% | +110.2% |
| YTD | +189.8% | +7.8% | +182.1% | +153.7% |
| 1Y | +317.7% | +22.9% | +294.8% | +227.0% |
| 3Y | +478.6% | +110.7% | +367.9% | +158.6% |
| 5Y | +169.5% | +346.2% | -176.7% | -42.8% |
| All | +4,921.3% | +442.8% | +4,478.5% | +794.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling