+162.3%
SOXL vs NFLX
+29.3%
+133.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.8% | +3.4% | +3.6% |
| 7D | +3.9% | -1.1% | +5.0% | +4.8% |
| 30D | -14.3% | +4.3% | -18.6% | -19.4% |
| 3M | -45.6% | -4.8% | -40.9% | -47.3% |
| 6M | +117.2% | -18.4% | +135.6% | +133.9% |
| YTD | +189.8% | -17.4% | +207.3% | +195.2% |
| 1Y | +317.7% | -35.7% | +353.4% | +443.2% |
| 3Y | +478.6% | +73.8% | +404.8% | +188.8% |
| All | +162.3% | +29.3% | +133.0% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NFLX.
Daily Out/Under-Performance
Portfolio return minus NFLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NFLX 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 5y: compounded portfolio wealth divided by compounded NFLX 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…
5y analysis · Full analysis span regression · 6 months rolling