+196.5%
SOXL vs PLTR
+757.5%
-561.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -2.1% | -8.9% | -9.6% |
| 7D | +26.9% | +4.7% | +22.1% | +24.0% |
| 30D | -47.2% | -16.4% | -30.8% | -36.9% |
| 3M | -59.9% | -6.2% | -53.7% | -55.9% |
| 6M | -68.3% | +29.2% | -97.5% | -73.0% |
| YTD | +38.8% | -5.5% | +44.3% | +40.8% |
| 1Y | +48.8% | -2.4% | +51.2% | +49.8% |
| 3Y | +196.5% | +752.3% | -555.8% | -7.3% |
| All | +196.5% | +757.5% | -561.0% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTR.
Daily Out/Under-Performance
Portfolio return minus PLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTR 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 PLTR 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