+357.4%
SOXL vs MDLZ
+3.3%
+354.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.3% | +10.2% | +9.4% |
| 7D | +5.3% | -1.7% | +7.1% | +2.4% |
| 30D | -11.2% | -2.1% | -9.1% | -13.8% |
| 3M | -55.4% | +1.3% | -56.7% | -50.4% |
| 6M | +107.1% | +6.2% | +100.9% | +128.3% |
| YTD | +179.0% | +15.8% | +163.3% | +236.2% |
| 1Y | +357.4% | +4.1% | +353.2% | +382.6% |
| All | +357.4% | +3.3% | +354.1% | +382.6% |
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