+4,671.5%
SOXL vs PFE
+35.0%
+4,636.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.5% | -7.6% | -7.6% |
| 7D | +8.5% | -4.0% | +12.5% | +12.2% |
| 30D | -13.0% | +3.9% | -16.8% | -16.7% |
| 3M | -35.9% | +9.9% | -45.8% | -43.1% |
| 6M | +112.1% | +5.3% | +106.8% | +94.0% |
| YTD | +175.4% | +16.8% | +158.6% | +126.5% |
| 1Y | +304.9% | +20.4% | +284.4% | +219.0% |
| 3Y | +448.6% | -2.1% | +450.7% | +403.8% |
| 5Y | +156.1% | -21.0% | +177.1% | +170.5% |
| All | +4,671.5% | +35.0% | +4,636.5% | +3,390.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 10y: compounded portfolio wealth divided by compounded PFE 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…
10y analysis · Full analysis span regression · 6 months rolling