+20,848.2%
SOXL vs RIO
+402.4%
+20,445.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.2% |
| 7D | +18.4% | +1.0% | +17.4% | +16.9% |
| 30D | -3.2% | +4.0% | -7.2% | -8.7% |
| 3M | -37.6% | +4.5% | -42.1% | -39.3% |
| 6M | +136.1% | +17.3% | +118.7% | +109.5% |
| YTD | +199.5% | +36.2% | +163.3% | +120.4% |
| 1Y | +363.2% | +76.1% | +287.1% | +149.8% |
| 3Y | +496.5% | +102.5% | +393.9% | +197.5% |
| 5Y | +184.8% | +103.5% | +81.3% | +45.6% |
| 10Y | +5,399.0% | +619.2% | +4,779.8% | +750.4% |
| All | +20,848.2% | +402.4% | +20,445.7% | +5,019.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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