+7,338.2%
SOXL vs RACE
+647.6%
+6,690.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.9% | +11.8% | +12.8% |
| 7D | +5.3% | -2.5% | +7.9% | +9.3% |
| 30D | -11.2% | +0.8% | -12.0% | -12.9% |
| 3M | -55.4% | +17.2% | -72.5% | -66.2% |
| 6M | +107.1% | +13.6% | +93.6% | +60.8% |
| YTD | +179.0% | +12.2% | +166.8% | +110.8% |
| 1Y | +357.4% | -16.3% | +373.6% | +419.8% |
| 3Y | +397.5% | +36.4% | +361.0% | +149.0% |
| 5Y | +155.9% | +95.0% | +60.9% | -4.6% |
| 10Y | +4,301.6% | +813.2% | +3,488.3% | +304.4% |
| All | +7,338.2% | +647.6% | +6,690.5% | +601.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling