+682.3%
SOXL vs RKT
-11.2%
+693.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.8% | +4.9% | +3.3% |
| 7D | +18.4% | -1.0% | +19.3% | +18.6% |
| 30D | -3.2% | -2.4% | -0.8% | -2.5% |
| 3M | -37.6% | +1.9% | -39.5% | -38.6% |
| 6M | +136.1% | -13.9% | +149.9% | +151.8% |
| YTD | +199.5% | -30.6% | +230.1% | +247.4% |
| 1Y | +363.2% | -34.4% | +397.6% | +444.8% |
| 3Y | +496.5% | +38.2% | +458.3% | +356.0% |
| 5Y | +184.8% | -9.7% | +194.5% | +132.8% |
| All | +682.3% | -11.2% | +693.5% | +519.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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