-4.8%
SOXL vs ORCL
+43.0%
-47.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -1.4% | -9.6% | -9.4% |
| 7D | +26.9% | +8.0% | +18.9% | +17.6% |
| 30D | -47.2% | -4.0% | -43.3% | -40.0% |
| 3M | -59.9% | -19.5% | -40.4% | -43.8% |
| 6M | -68.3% | -33.5% | -34.9% | -45.1% |
| YTD | +38.8% | -34.8% | +73.7% | +136.1% |
| 1Y | +48.8% | -41.6% | +90.4% | +188.3% |
| 3Y | +196.5% | +13.8% | +182.7% | +53.2% |
| All | -4.8% | +43.0% | -47.8% | -72.0% |
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