+5,399.0%
SOXL vs PPL
+52.7%
+5,346.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +3.6% |
| 7D | +18.4% | 0.0% | +18.3% | +18.2% |
| 30D | -3.2% | -1.3% | -1.9% | -2.2% |
| 3M | -37.6% | -2.6% | -35.0% | -37.5% |
| 6M | +136.1% | -8.4% | +144.5% | +146.4% |
| YTD | +199.5% | +0.2% | +199.3% | +183.3% |
| 1Y | +363.2% | -0.2% | +363.5% | +333.8% |
| 3Y | +496.5% | +52.9% | +443.6% | +203.8% |
| 5Y | +184.8% | +36.8% | +148.0% | +77.9% |
| 10Y | +5,399.0% | +57.6% | +5,341.4% | +2,886.3% |
| All | +5,399.0% | +52.7% | +5,346.3% | +2,886.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 10y: compounded portfolio wealth divided by compounded PPL 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…
10y analysis · Full analysis span regression · 6 months rolling