+357.4%
SOXL vs ORCL
-27.7%
+385.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.1% | +6.8% | +7.9% |
| 7D | +5.3% | +5.3% | +0.1% | +2.0% |
| 30D | -11.2% | +10.0% | -21.2% | -16.3% |
| 3M | -55.4% | -32.6% | -22.8% | -44.5% |
| 6M | +107.1% | +4.9% | +102.2% | +105.1% |
| YTD | +179.0% | -17.8% | +196.8% | +204.9% |
| 1Y | +357.4% | -28.0% | +385.4% | +447.1% |
| All | +357.4% | -27.7% | +385.0% | +447.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ORCL.
Daily Out/Under-Performance
Portfolio return minus ORCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORCL 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 ORCL 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