+117.2%
SOXL vs PANW
+98.4%
+18.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.3% | +7.6% | +6.5% |
| 7D | +3.9% | -0.8% | +4.7% | +4.2% |
| 30D | -14.3% | -14.6% | +0.3% | -6.4% |
| 3M | -45.6% | +18.3% | -63.9% | -48.3% |
| 6M | +117.2% | +100.5% | +16.7% | +99.6% |
| All | +117.2% | +98.4% | +18.8% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 6mo: compounded portfolio wealth divided by compounded PANW 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…
6mo analysis · Full analysis span regression · 6 months rolling