+301.3%
SOXL vs PLTU
+129.7%
+171.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.4% | -3.7% | -6.5% |
| 7D | +8.5% | -17.7% | +26.2% | +15.4% |
| 30D | -13.0% | -12.5% | -0.4% | -10.7% |
| 3M | -35.9% | +39.5% | -75.4% | -48.9% |
| 6M | +112.1% | -7.0% | +119.0% | +85.5% |
| YTD | +175.4% | -38.1% | +213.5% | +173.8% |
| 1Y | +304.9% | -36.0% | +340.9% | +294.9% |
| All | +301.3% | +129.7% | +171.6% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 5y: compounded portfolio wealth divided by compounded PLTU 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…
5y analysis · Full analysis span regression · 6 months rolling