+55.9%
SOXL vs PLUG
-44.1%
+100.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.5% | -12.4% | -11.2% |
| 7D | -37.9% | +2.8% | -40.7% | -38.6% |
| 30D | -59.4% | -22.8% | -36.7% | -51.2% |
| 3M | -52.3% | -32.4% | -19.9% | -37.1% |
| 6M | -47.7% | -53.4% | +5.7% | -14.3% |
| YTD | +58.8% | -25.9% | +84.6% | +118.7% |
| 1Y | +55.9% | -42.1% | +98.0% | +136.4% |
| All | +55.9% | -44.1% | +100.0% | +136.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 1y: compounded portfolio wealth divided by compounded PLUG 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…
1y analysis · Full analysis span regression · 6 months rolling