+19,418.6%
SOXL vs PLD
+772.0%
+18,646.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.6% | +11.0% |
| 7D | +5.3% | -2.4% | +7.7% | +9.2% |
| 30D | -11.2% | -2.4% | -8.8% | -7.9% |
| 3M | -55.4% | -3.8% | -51.6% | -56.1% |
| 6M | +107.1% | 0.0% | +107.1% | +97.2% |
| YTD | +179.0% | +9.2% | +169.8% | +126.4% |
| 1Y | +357.4% | +25.9% | +331.5% | +194.2% |
| 3Y | +397.5% | +21.3% | +376.2% | +245.6% |
| 5Y | +155.9% | +14.1% | +141.8% | +126.1% |
| 10Y | +4,301.6% | +237.9% | +4,063.7% | +791.2% |
| All | +19,418.6% | +772.0% | +18,646.6% | +1,049.2% |
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