+55.9%
SOXL vs PSX
+97.5%
-41.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.5% | -4.3% | -11.3% |
| 7D | -37.9% | -5.2% | -32.7% | -39.4% |
| 30D | -59.4% | -3.7% | -55.7% | -59.8% |
| 3M | -52.3% | +26.8% | -79.1% | -44.7% |
| 6M | -47.7% | +47.3% | -95.0% | -31.7% |
| YTD | +58.8% | +105.4% | -46.7% | +106.9% |
| 1Y | +55.9% | +96.9% | -41.0% | +111.5% |
| All | +55.9% | +97.5% | -41.6% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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