+317.7%
SOXL vs PSX
+103.3%
+214.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.4% | +4.9% | +5.4% |
| 7D | +3.9% | +1.7% | +2.2% | +4.5% |
| 30D | -14.3% | +15.6% | -29.9% | -9.1% |
| 3M | -45.6% | +46.5% | -92.1% | -35.1% |
| 6M | +117.2% | +55.0% | +62.2% | +156.7% |
| YTD | +189.8% | +105.3% | +84.6% | +210.0% |
| 1Y | +317.7% | +101.6% | +216.1% | +339.1% |
| All | +317.7% | +103.3% | +214.5% | +339.1% |
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