+304.9%
SOXL vs PFE
+20.1%
+284.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.5% | -7.6% | -8.1% |
| 7D | +8.5% | -4.0% | +12.5% | +7.7% |
| 30D | -13.0% | +3.9% | -16.8% | -12.5% |
| 3M | -35.9% | +9.9% | -45.8% | -34.1% |
| 6M | +112.1% | +5.3% | +106.8% | +121.8% |
| YTD | +175.4% | +16.8% | +158.6% | +175.0% |
| 1Y | +304.9% | +20.4% | +284.4% | +307.7% |
| All | +304.9% | +20.1% | +284.8% | +307.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling