+920.7%
SOXL vs OPEN
-74.0%
+994.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +5.4% |
| 7D | +3.9% | -11.4% | +15.3% | +8.4% |
| 30D | -14.3% | -20.1% | +5.7% | -7.4% |
| 3M | -45.6% | -37.6% | -8.0% | -36.0% |
| 6M | +117.2% | -47.1% | +164.2% | +171.6% |
| YTD | +189.8% | -52.1% | +242.0% | +271.1% |
| 1Y | +317.7% | -73.5% | +391.2% | +522.2% |
| 3Y | +478.6% | -24.4% | +503.0% | +248.7% |
| 5Y | +169.5% | -85.1% | +254.6% | +161.4% |
| All | +920.7% | -74.0% | +994.7% | +712.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling