+9,259.3%
SOXL vs PLD
+735.4%
+8,523.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +2.8% | +19.4% | +17.8% |
| 7D | -17.6% | +0.7% | -18.3% | -16.8% |
| 30D | -59.8% | +0.8% | -60.6% | -59.7% |
| 3M | -59.9% | -6.1% | -53.8% | -55.2% |
| 6M | -68.2% | -8.0% | -60.2% | -65.9% |
| YTD | +33.8% | +4.7% | +29.1% | +17.8% |
| 1Y | +34.7% | +7.2% | +27.5% | +13.6% |
| 3Y | +211.0% | +39.2% | +171.8% | +74.5% |
| 5Y | -8.6% | +1.9% | -10.5% | -1.5% |
| 10Y | +1,924.8% | +256.8% | +1,668.1% | +283.8% |
| All | +9,259.3% | +735.4% | +8,523.9% | +497.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling