+55.9%
SOXL vs PTC
+0.1%
+55.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.6% | -9.4% | -8.6% |
| 7D | -37.9% | +0.1% | -38.0% | -37.8% |
| 30D | -59.4% | +1.5% | -60.9% | -59.2% |
| 3M | -52.3% | +37.8% | -90.1% | -44.2% |
| 6M | -47.7% | +41.2% | -88.9% | -28.4% |
| YTD | +58.8% | +12.0% | +46.7% | +145.2% |
| 1Y | +55.9% | +1.6% | +54.3% | +168.6% |
| All | +55.9% | +0.1% | +55.8% | +168.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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