+304.9%
SOXL vs ORCL
-51.5%
+356.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -5.4% | -2.7% | -3.5% |
| 7D | +8.5% | -0.7% | +9.2% | +9.5% |
| 30D | -13.0% | +5.1% | -18.1% | -16.1% |
| 3M | -35.9% | -23.7% | -12.2% | -22.1% |
| 6M | +112.1% | +3.1% | +109.0% | +107.2% |
| YTD | +175.4% | -20.8% | +196.2% | +231.8% |
| 1Y | +304.9% | -52.9% | +357.8% | +602.1% |
| All | +304.9% | -51.5% | +356.4% | +602.1% |
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