+10,813.1%
SOXL vs PLD
+722.6%
+10,090.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.4% | +1.0% |
| 7D | +60.3% | 0.0% | +60.3% | +61.0% |
| 30D | -48.6% | -3.7% | -44.9% | -44.4% |
| 3M | -53.9% | -7.9% | -45.9% | -46.9% |
| 6M | -62.0% | -9.2% | -52.8% | -58.4% |
| YTD | +56.0% | +3.1% | +53.0% | +40.7% |
| 1Y | +50.0% | +6.2% | +43.8% | +28.7% |
| 3Y | +223.8% | +35.4% | +188.4% | +89.5% |
| 5Y | +6.7% | +0.1% | +6.6% | +18.3% |
| 10Y | +2,163.6% | +268.0% | +1,895.6% | +309.3% |
| All | +10,813.1% | +722.6% | +10,090.5% | +614.2% |
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