+653.1%
SOXL vs PLTR
+1,603.0%
-949.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.3% | +7.4% | +6.6% |
| 7D | +16.4% | -5.3% | +21.7% | +19.4% |
| 30D | -12.1% | -1.0% | -11.1% | -12.7% |
| 3M | -41.7% | +24.8% | -66.5% | -52.2% |
| 6M | +157.4% | +8.4% | +149.0% | +124.9% |
| YTD | +193.3% | -4.2% | +197.5% | +172.8% |
| 1Y | +355.3% | +9.1% | +346.2% | +300.0% |
| 3Y | +484.2% | +1,025.6% | -541.4% | +9.2% |
| 5Y | +182.7% | +565.8% | -383.1% | -43.3% |
| All | +653.1% | +1,603.0% | -949.9% | +10.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling