+478.6%
SOXL vs MCK
+112.3%
+366.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.2% | +5.3% |
| 7D | +3.9% | -2.9% | +6.8% | +1.8% |
| 30D | -14.3% | +0.4% | -14.7% | -13.7% |
| 3M | -45.6% | +12.1% | -57.7% | -39.2% |
| 6M | +117.2% | -5.4% | +122.6% | +140.5% |
| YTD | +189.8% | +7.8% | +182.1% | +231.3% |
| 1Y | +317.7% | +22.9% | +294.8% | +398.9% |
| 3Y | +478.6% | +110.7% | +367.9% | +742.1% |
| All | +478.6% | +112.3% | +366.3% | +742.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling