+357.4%
SOXL vs RCL
-23.9%
+381.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.1% | +10.0% | +10.0% |
| 7D | +5.3% | -5.1% | +10.4% | +9.6% |
| 30D | -11.2% | -19.0% | +7.8% | +4.5% |
| 3M | -55.4% | -9.6% | -45.8% | -51.3% |
| 6M | +107.1% | -6.7% | +113.8% | +119.1% |
| YTD | +179.0% | -3.9% | +183.0% | +194.1% |
| 1Y | +357.4% | -25.1% | +382.5% | +398.1% |
| All | +357.4% | -23.9% | +381.3% | +398.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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