+357.4%
SOXL vs ROST
+54.0%
+303.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.4% | +10.3% | +10.2% |
| 7D | +5.3% | +0.9% | +4.4% | +4.5% |
| 30D | -11.2% | -8.9% | -2.3% | -4.5% |
| 3M | -55.4% | -0.8% | -54.5% | -56.4% |
| 6M | +107.1% | +8.5% | +98.7% | +78.2% |
| YTD | +179.0% | +28.6% | +150.5% | +94.2% |
| 1Y | +357.4% | +52.3% | +305.0% | +143.5% |
| All | +357.4% | +54.0% | +303.4% | +143.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 ROST 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