+55.9%
SOXL vs ORCL
-49.8%
+105.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.9% | -6.9% | -6.9% |
| 7D | -37.9% | -14.4% | -23.5% | -26.5% |
| 30D | -59.4% | -12.8% | -46.6% | -52.3% |
| 3M | -52.3% | -14.8% | -37.5% | -42.4% |
| 6M | -47.7% | -30.9% | -16.8% | -25.0% |
| YTD | +58.8% | -35.7% | +94.4% | +144.5% |
| 1Y | +55.9% | -49.5% | +105.4% | +225.9% |
| All | +55.9% | -49.8% | +105.7% | +225.9% |
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