+932.8%
SOXL vs OPEN
-71.4%
+1,004.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.5% | +7.6% | +6.0% |
| 7D | +16.4% | +1.0% | +15.4% | +15.9% |
| 30D | -12.1% | -11.9% | -0.2% | -8.3% |
| 3M | -41.7% | -28.8% | -12.9% | -34.7% |
| 6M | +157.4% | -38.6% | +196.0% | +205.7% |
| YTD | +193.3% | -47.3% | +240.6% | +263.0% |
| 1Y | +355.3% | -49.2% | +404.5% | +385.5% |
| 3Y | +484.2% | -18.8% | +502.9% | +244.1% |
| 5Y | +182.7% | -83.6% | +266.3% | +164.9% |
| All | +932.8% | -71.4% | +1,004.3% | +695.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling