+304.9%
SOXL vs P
+17.1%
+287.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.0% | -5.0% | -5.0% |
| 7D | +8.5% | -4.1% | +12.6% | +13.2% |
| 30D | -13.0% | -14.0% | +1.0% | -0.3% |
| 3M | -35.9% | +41.4% | -77.4% | -53.8% |
| 6M | +112.1% | +54.2% | +57.9% | +44.4% |
| YTD | +175.4% | +40.4% | +135.0% | +104.2% |
| 1Y | +304.9% | +16.0% | +288.9% | +203.0% |
| All | +304.9% | +17.1% | +287.8% | +203.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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