+55.9%
SOXL vs RGEN
+19.5%
+36.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | 0.0% | -8.8% | -8.8% |
| 7D | -37.9% | -3.5% | -34.4% | -35.9% |
| 30D | -59.4% | -6.0% | -53.4% | -57.7% |
| 3M | -52.3% | +19.0% | -71.3% | -56.0% |
| 6M | -47.7% | +50.7% | -98.4% | -60.9% |
| YTD | +58.8% | +8.8% | +50.0% | +69.8% |
| 1Y | +55.9% | +21.3% | +34.6% | +53.3% |
| All | +55.9% | +19.5% | +36.3% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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