+5,399.0%
SOXL vs RACE
+783.2%
+4,615.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +3.6% |
| 7D | +18.4% | -2.6% | +21.0% | +23.0% |
| 30D | -3.2% | -1.1% | -2.1% | -2.5% |
| 3M | -37.6% | +12.5% | -50.1% | -50.8% |
| 6M | +136.1% | +17.4% | +118.6% | +69.1% |
| YTD | +199.5% | +10.1% | +189.4% | +127.8% |
| 1Y | +363.2% | -15.1% | +378.4% | +414.0% |
| 3Y | +496.5% | +38.9% | +457.6% | +160.1% |
| 5Y | +184.8% | +90.7% | +94.2% | -5.3% |
| 10Y | +5,399.0% | +801.8% | +4,597.1% | +329.1% |
| All | +5,399.0% | +783.2% | +4,615.8% | +329.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling