+4,921.3%
SOXL vs MDLZ
+86.5%
+4,834.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.3% | +5.3% |
| 7D | +3.9% | +1.9% | +2.0% | +1.8% |
| 30D | -14.3% | +0.4% | -14.7% | -15.5% |
| 3M | -45.6% | -0.6% | -45.0% | -50.7% |
| 6M | +117.2% | +14.7% | +102.5% | +58.9% |
| YTD | +189.8% | +18.0% | +171.9% | +97.3% |
| 1Y | +317.7% | +4.1% | +313.6% | +228.6% |
| 3Y | +478.6% | -4.6% | +483.2% | +320.3% |
| 5Y | +169.5% | +18.4% | +151.1% | +36.9% |
| All | +4,921.3% | +86.5% | +4,834.7% | +1,681.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling