+19,418.6%
SOXL vs PLUG
-61.9%
+19,480.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.8% | +7.0% | +9.1% |
| 7D | +5.3% | -0.9% | +6.2% | +5.7% |
| 30D | -11.2% | +3.3% | -14.5% | -11.7% |
| 3M | -55.4% | -39.7% | -15.6% | -47.3% |
| 6M | +107.1% | -12.5% | +119.6% | +121.2% |
| YTD | +179.0% | +10.2% | +168.9% | +174.8% |
| 1Y | +357.4% | +50.7% | +306.7% | +300.6% |
| 3Y | +397.5% | -74.5% | +472.0% | +457.3% |
| 5Y | +155.9% | -91.8% | +247.7% | +293.9% |
| 10Y | +4,301.6% | +43.7% | +4,257.9% | +4,120.6% |
| All | +19,418.6% | -61.9% | +19,480.5% | +20,252.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling