+497.9%
SOXL vs OPEN
-21.9%
+519.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +2.7% |
| 7D | +18.4% | -2.9% | +21.3% | +19.2% |
| 30D | -3.2% | -13.8% | +10.6% | +0.3% |
| 3M | -37.6% | -30.9% | -6.7% | -31.8% |
| 6M | +136.1% | -40.9% | +177.0% | +169.4% |
| YTD | +199.5% | -48.5% | +248.0% | +250.5% |
| 1Y | +363.2% | -50.9% | +414.1% | +405.6% |
| All | +497.9% | -21.9% | +519.7% | +371.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling