+317.7%
SOXL vs PTC
-36.4%
+354.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +6.2% |
| 7D | +3.9% | -7.3% | +11.1% | -0.5% |
| 30D | -14.3% | -11.6% | -2.7% | -19.7% |
| 3M | -45.6% | +10.5% | -56.1% | -38.9% |
| 6M | +117.2% | -17.8% | +135.0% | +163.4% |
| YTD | +189.8% | -24.9% | +214.8% | +297.9% |
| 1Y | +317.7% | -36.8% | +354.6% | +962.8% |
| All | +317.7% | -36.4% | +354.2% | +962.8% |
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