+821.5%
SOXL vs ONTO
+695.7%
+125.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.9% | +0.2% | -2.5% |
| 7D | +16.4% | +9.7% | +6.7% | +1.0% |
| 30D | -12.1% | -8.8% | -3.3% | +0.2% |
| 3M | -41.7% | +4.5% | -46.2% | -40.1% |
| 6M | +157.4% | +56.4% | +101.0% | +56.0% |
| YTD | +193.3% | +78.1% | +115.2% | +47.9% |
| 1Y | +355.3% | +171.3% | +184.1% | +21.2% |
| 3Y | +484.2% | +118.7% | +365.5% | +125.8% |
| 5Y | +182.7% | +269.4% | -86.7% | -32.6% |
| All | +821.5% | +695.7% | +125.9% | -19.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling