+357.4%
SOXL vs PSX
+101.0%
+256.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +9.9% |
| 7D | +5.3% | +4.5% | +0.8% | +7.4% |
| 30D | -11.2% | +26.6% | -37.8% | -2.0% |
| 3M | -55.4% | +39.3% | -94.6% | -47.3% |
| 6M | +107.1% | +56.8% | +50.3% | +142.3% |
| YTD | +179.0% | +101.8% | +77.2% | +199.6% |
| 1Y | +357.4% | +99.6% | +257.8% | +390.5% |
| All | +357.4% | +101.0% | +256.3% | +390.5% |
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