+317.7%
SOXL vs PTEN
+148.3%
+169.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +5.3% |
| 7D | +3.9% | +3.5% | +0.4% | +3.2% |
| 30D | -14.3% | +17.5% | -31.8% | -17.1% |
| 3M | -45.6% | +12.7% | -58.3% | -47.3% |
| 6M | +117.2% | +33.1% | +84.1% | +87.8% |
| YTD | +189.8% | +116.4% | +73.4% | +78.1% |
| 1Y | +317.7% | +141.2% | +176.6% | +129.7% |
| All | +317.7% | +148.3% | +169.4% | +129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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