+4,921.3%
SOXL vs ORCL
+336.6%
+4,584.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.7% | +7.0% | +7.5% |
| 7D | +3.9% | -5.4% | +9.2% | +11.5% |
| 30D | -14.3% | -2.0% | -12.4% | -12.3% |
| 3M | -45.6% | -18.1% | -27.5% | -27.7% |
| 6M | +117.2% | -7.2% | +124.4% | +129.4% |
| YTD | +189.8% | -22.2% | +212.0% | +270.4% |
| 1Y | +317.7% | -50.6% | +368.4% | +877.9% |
| 3Y | +478.6% | +22.9% | +455.8% | +150.4% |
| 5Y | +169.5% | +79.3% | +90.2% | -32.1% |
| All | +4,921.3% | +336.6% | +4,584.7% | +260.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling