+310.6%
SOXL vs PLTD
-76.7%
+387.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +2.3% | -10.3% | -6.5% |
| 7D | +8.5% | +9.9% | -1.4% | +15.4% |
| 30D | -13.0% | +3.8% | -16.8% | -10.5% |
| 3M | -35.9% | -32.3% | -3.6% | -48.8% |
| 6M | +112.1% | -25.9% | +137.9% | +86.6% |
| YTD | +175.4% | -16.4% | +191.8% | +176.3% |
| 1Y | +304.9% | -25.2% | +330.0% | +304.7% |
| All | +310.6% | -76.7% | +387.3% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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