+446.4%
SOXL vs PLD
+24.9%
+421.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.6% | +10.8% |
| 7D | +5.3% | -2.4% | +7.7% | +8.4% |
| 30D | -11.2% | -2.4% | -8.8% | -8.5% |
| 3M | -55.4% | -3.8% | -51.6% | -55.9% |
| 6M | +107.1% | 0.0% | +107.1% | +97.8% |
| YTD | +179.0% | +9.2% | +169.8% | +131.6% |
| 1Y | +357.4% | +25.9% | +331.5% | +207.1% |
| All | +446.4% | +24.9% | +421.5% | +256.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling