+4,921.3%
SOXL vs NUE
+599.8%
+4,321.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.7% | +3.3% |
| 7D | +3.9% | -0.6% | +4.5% | +4.7% |
| 30D | -14.3% | -4.6% | -9.8% | -9.2% |
| 3M | -45.6% | -0.3% | -45.3% | -47.5% |
| 6M | +117.2% | +51.9% | +65.3% | +29.3% |
| YTD | +189.8% | +60.0% | +129.9% | +61.3% |
| 1Y | +317.7% | +82.9% | +234.9% | +96.7% |
| 3Y | +478.6% | +66.0% | +412.7% | +222.9% |
| 5Y | +169.5% | +149.0% | +20.6% | -6.4% |
| All | +4,921.3% | +599.8% | +4,321.4% | +492.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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