+9,236.0%
SOXL vs PLUG
-76.0%
+9,312.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.7% | +8.4% | +2.1% |
| 7D | -23.3% | -2.8% | -20.5% | -21.8% |
| 30D | -59.9% | -18.5% | -41.4% | -56.7% |
| 3M | -56.8% | -35.1% | -21.8% | -50.2% |
| 6M | -68.3% | -56.1% | -12.2% | -58.4% |
| YTD | +33.5% | -30.5% | +63.9% | +52.4% |
| 1Y | +24.8% | -46.5% | +71.3% | +51.6% |
| 3Y | +177.0% | -61.2% | +238.2% | +202.6% |
| 5Y | -0.2% | -96.6% | +96.4% | +93.5% |
| 10Y | +2,054.9% | +1.5% | +2,053.4% | +2,276.4% |
| All | +9,236.0% | -76.0% | +9,312.0% | +11,188.0% |
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