+184.8%
SOXL vs NOW
0.0%
+184.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +4.2% |
| 7D | +18.4% | -4.1% | +22.5% | +21.5% |
| 30D | -3.2% | +2.9% | -6.1% | -9.5% |
| 3M | -37.6% | +22.6% | -60.2% | -57.7% |
| 6M | +136.1% | +7.5% | +128.5% | +54.1% |
| YTD | +199.5% | -14.4% | +213.9% | +141.2% |
| 1Y | +363.2% | -29.8% | +393.0% | +394.7% |
| 3Y | +496.5% | +9.2% | +487.2% | +239.9% |
| 5Y | +184.8% | +0.8% | +184.0% | +135.4% |
| All | +184.8% | 0.0% | +184.9% | +135.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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