+4,921.3%
SOXL vs MSCI
+634.9%
+4,286.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.3% | +4.0% | +3.2% |
| 7D | +3.9% | -3.2% | +7.1% | +8.9% |
| 30D | -14.3% | -1.1% | -13.2% | -14.4% |
| 3M | -45.6% | -6.3% | -39.3% | -48.4% |
| 6M | +117.2% | +2.1% | +115.1% | +68.5% |
| YTD | +189.8% | -2.3% | +192.1% | +134.5% |
| 1Y | +317.7% | -3.9% | +321.7% | +229.2% |
| 3Y | +478.6% | +7.5% | +471.2% | +263.1% |
| 5Y | +169.5% | -9.8% | +179.3% | +206.5% |
| All | +4,921.3% | +634.9% | +4,286.4% | +290.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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