+182.7%
SOXL vs ORCL
+97.2%
+85.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.4% | +2.8% | +2.5% |
| 7D | +16.4% | +15.0% | +1.4% | -0.6% |
| 30D | -12.1% | +10.5% | -22.6% | -21.9% |
| 3M | -41.7% | -23.0% | -18.7% | -21.6% |
| 6M | +157.4% | +7.0% | +150.4% | +130.7% |
| YTD | +193.3% | -15.8% | +209.1% | +240.3% |
| 1Y | +355.3% | -31.1% | +386.4% | +439.7% |
| 3Y | +484.2% | +33.3% | +450.9% | +144.1% |
| 5Y | +182.7% | +94.3% | +88.3% | -41.6% |
| All | +182.7% | +97.2% | +85.4% | -41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling