+2,054.9%
SOXL vs PLD
+254.7%
+1,800.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.3% |
| 7D | -23.3% | +0.8% | -24.1% | -22.7% |
| 30D | -59.9% | +0.5% | -60.4% | -59.6% |
| 3M | -56.8% | -5.5% | -51.4% | -52.3% |
| 6M | -68.3% | -8.3% | -60.0% | -65.8% |
| YTD | +33.5% | +4.3% | +29.2% | +17.6% |
| 1Y | +24.8% | +7.4% | +17.3% | +4.3% |
| 3Y | +177.0% | +37.1% | +139.9% | +54.5% |
| 5Y | -0.2% | +1.3% | -1.6% | +6.5% |
| 10Y | +2,054.9% | +267.4% | +1,787.5% | +523.8% |
| All | +2,054.9% | +254.7% | +1,800.2% | +523.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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