+810.7%
SOXL vs ONTO
+696.1%
+114.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.6% | +0.6% | -1.9% |
| 7D | +3.9% | +4.9% | -1.1% | -3.6% |
| 30D | -14.3% | -16.6% | +2.3% | +14.1% |
| 3M | -45.6% | -7.3% | -38.3% | -33.4% |
| 6M | +117.2% | +45.9% | +71.3% | +46.3% |
| YTD | +189.8% | +78.2% | +111.7% | +46.2% |
| 1Y | +317.7% | +159.8% | +157.9% | +19.0% |
| 3Y | +478.6% | +123.4% | +355.2% | +116.1% |
| 5Y | +169.5% | +265.8% | -96.3% | -34.7% |
| All | +810.7% | +696.1% | +114.6% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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