+10,813.1%
SOXL vs ORCL
+541.8%
+10,271.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | +0.6% |
| 7D | +60.3% | +10.4% | +50.0% | +41.5% |
| 30D | -48.6% | -11.2% | -37.4% | -33.4% |
| 3M | -53.9% | -16.8% | -37.1% | -34.8% |
| 6M | -62.0% | -31.5% | -30.5% | -30.5% |
| YTD | +56.0% | -33.9% | +89.9% | +175.9% |
| 1Y | +50.0% | -43.3% | +93.3% | +230.3% |
| 3Y | +223.8% | +16.5% | +207.3% | +54.7% |
| 5Y | +6.7% | +45.4% | -38.7% | -61.6% |
| 10Y | +2,163.6% | +274.0% | +1,889.6% | +85.4% |
| All | +10,813.1% | +541.8% | +10,271.3% | +321.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling