+478.6%
SOXL vs OSCR
+401.8%
+76.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.6% | +4.7% | +5.1% |
| 7D | +3.9% | +1.6% | +2.3% | +3.3% |
| 30D | -14.3% | +10.7% | -25.0% | -17.0% |
| 3M | -45.6% | +13.4% | -59.0% | -48.8% |
| 6M | +117.2% | +144.6% | -27.4% | +55.6% |
| YTD | +189.8% | +128.0% | +61.8% | +111.5% |
| 1Y | +317.7% | +68.7% | +249.1% | +226.5% |
| 3Y | +478.6% | +398.8% | +79.8% | +187.3% |
| All | +478.6% | +401.8% | +76.8% | +187.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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