+233.2%
SOXL vs ORCL
+16.5%
+216.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | +0.3% |
| 7D | +60.3% | +10.4% | +50.0% | +46.6% |
| 30D | -48.6% | -11.2% | -37.4% | -37.6% |
| 3M | -53.9% | -16.8% | -37.1% | -40.0% |
| 6M | -62.0% | -31.5% | -30.5% | -40.3% |
| YTD | +56.0% | -33.9% | +89.9% | +147.3% |
| 1Y | +50.0% | -43.3% | +93.3% | +178.4% |
| All | +233.2% | +16.5% | +216.7% | +106.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling