+449.8%
SOXL vs ON
-29.2%
+479.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.1% | -6.9% | -6.3% |
| 7D | +8.5% | -4.7% | +13.2% | +16.1% |
| 30D | -13.0% | -13.5% | +0.5% | +9.1% |
| 3M | -35.9% | -36.3% | +0.4% | +34.2% |
| 6M | +112.1% | +17.8% | +94.3% | +101.5% |
| YTD | +175.4% | +29.6% | +145.8% | +131.0% |
| 1Y | +304.9% | +45.8% | +259.1% | +196.5% |
| All | +449.8% | -29.2% | +479.1% | +1,071.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 3y: compounded portfolio wealth divided by compounded ON 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…
3y analysis · Full analysis span regression · 6 months rolling