+478.6%
SOXL vs OXY
-1.2%
+479.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.7% | +5.0% |
| 7D | +3.9% | +2.8% | +1.0% | +2.5% |
| 30D | -14.3% | +5.5% | -19.8% | -16.7% |
| 3M | -45.6% | +11.3% | -56.9% | -49.3% |
| 6M | +117.2% | +11.6% | +105.6% | +83.5% |
| YTD | +189.8% | +51.6% | +138.3% | +71.0% |
| 1Y | +317.7% | +36.2% | +281.5% | +173.1% |
| 3Y | +478.6% | +1.7% | +476.9% | +343.4% |
| All | +478.6% | -1.2% | +479.8% | +343.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling