+196.5%
SOXL vs RCL
+255.6%
-59.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +0.4% | -11.4% | -11.5% |
| 7D | +26.9% | -1.2% | +28.1% | +28.7% |
| 30D | -47.2% | +17.8% | -65.1% | -56.4% |
| 3M | -59.9% | +4.9% | -64.8% | -62.3% |
| 6M | -68.3% | +23.7% | -92.0% | -75.3% |
| YTD | +38.8% | +17.8% | +21.0% | +7.3% |
| 1Y | +48.8% | +28.9% | +19.9% | -1.4% |
| 3Y | +196.5% | +241.9% | -45.4% | -37.5% |
| All | +196.5% | +255.6% | -59.1% | -37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling