+156.1%
SOXL vs OPEN
-85.3%
+241.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -6.7% | -1.4% | -5.7% |
| 7D | +8.5% | -10.5% | +19.0% | +12.8% |
| 30D | -13.0% | -21.8% | +8.8% | -5.3% |
| 3M | -35.9% | -37.5% | +1.6% | -24.7% |
| 6M | +112.1% | -44.1% | +156.2% | +160.3% |
| YTD | +175.4% | -52.0% | +227.4% | +252.1% |
| 1Y | +304.9% | -52.2% | +357.1% | +341.7% |
| 3Y | +448.6% | -25.9% | +474.5% | +230.4% |
| 5Y | +156.1% | -85.1% | +241.2% | +160.6% |
| All | +156.1% | -85.3% | +241.4% | +160.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling