+24.8%
SOXL vs PLD
+7.0%
+17.8%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -23.3% | +0.8% | -24.1% | -23.0% |
| 30D | -59.9% | +0.5% | -60.4% | -59.5% |
| 3M | -56.8% | -5.5% | -51.4% | -55.6% |
| 6M | -68.3% | -8.3% | -60.0% | -67.4% |
| YTD | +33.5% | +4.3% | +29.2% | +25.5% |
| 1Y | +24.8% | +7.4% | +17.3% | +18.9% |
| All | +24.8% | +7.0% | +17.8% | +18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling