+357.4%
SOXL vs OXY
+32.4%
+325.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.9% | +10.8% | +9.2% |
| 7D | +5.3% | +1.6% | +3.7% | +6.6% |
| 30D | -11.2% | +11.6% | -22.8% | -3.9% |
| 3M | -55.4% | +2.8% | -58.2% | -52.8% |
| 6M | +107.1% | +13.0% | +94.1% | +117.8% |
| YTD | +179.0% | +47.4% | +131.7% | +184.5% |
| 1Y | +357.4% | +31.5% | +325.9% | +398.4% |
| All | +357.4% | +32.4% | +325.0% | +398.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 1y: compounded portfolio wealth divided by compounded OXY 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…
1y analysis · Full analysis span regression · 6 months rolling