+55.9%
SOXL vs MDLZ
+22.7%
+33.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.5% | -12.3% | -1.5% |
| 7D | -37.9% | +8.9% | -46.8% | -23.3% |
| 30D | -59.4% | +15.2% | -74.6% | -42.9% |
| 3M | -52.3% | +9.5% | -61.8% | -38.0% |
| 6M | -47.7% | +11.7% | -59.4% | -23.0% |
| YTD | +58.8% | +28.4% | +30.3% | +147.7% |
| 1Y | +55.9% | +24.4% | +31.5% | +139.2% |
| All | +55.9% | +22.7% | +33.2% | +139.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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