+162.3%
SOXL vs RPRX
+70.9%
+91.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.5% | +5.4% |
| 7D | +3.9% | -8.4% | +12.2% | +10.5% |
| 30D | -14.3% | -0.6% | -13.7% | -14.5% |
| 3M | -45.6% | +6.4% | -52.0% | -50.4% |
| 6M | +117.2% | +26.6% | +90.6% | +70.3% |
| YTD | +189.8% | +53.8% | +136.1% | +91.2% |
| 1Y | +317.7% | +62.8% | +254.9% | +161.0% |
| 3Y | +478.6% | +118.0% | +360.6% | +162.4% |
| All | +162.3% | +70.9% | +91.4% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 5y: compounded portfolio wealth divided by compounded RPRX 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…
5y analysis · Full analysis span regression · 6 months rolling