+484.2%
SOXL vs PPL
+56.5%
+427.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.1% |
| 7D | +16.4% | +1.8% | +14.6% | +17.2% |
| 30D | -12.1% | -1.1% | -11.0% | -12.4% |
| 3M | -41.7% | 0.0% | -41.7% | -41.4% |
| 6M | +157.4% | -7.6% | +165.0% | +155.2% |
| YTD | +193.3% | +1.7% | +191.6% | +195.5% |
| 1Y | +355.3% | +1.5% | +353.8% | +359.7% |
| 3Y | +484.2% | +55.3% | +428.9% | +513.8% |
| All | +484.2% | +56.5% | +427.7% | +513.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling