+55.9%
SOXL vs OPEN
-72.7%
+128.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +13.8% | -22.6% | -15.8% |
| 7D | -37.9% | +3.7% | -41.6% | -39.2% |
| 30D | -59.4% | -14.3% | -45.1% | -56.5% |
| 3M | -52.3% | -51.9% | -0.4% | -29.9% |
| 6M | -47.7% | -61.4% | +13.7% | -13.6% |
| YTD | +58.8% | -66.0% | +124.8% | +172.8% |
| 1Y | +55.9% | -71.4% | +127.3% | +184.1% |
| All | +55.9% | -72.7% | +128.6% | +184.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling