+4,921.3%
SOXL vs RRC
+4.9%
+4,916.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.5% | +6.7% | +5.9% |
| 7D | +3.9% | -1.8% | +5.7% | +4.6% |
| 30D | -14.3% | +2.7% | -17.0% | -15.7% |
| 3M | -45.6% | +8.8% | -54.4% | -49.0% |
| 6M | +117.2% | -1.2% | +118.4% | +109.7% |
| YTD | +189.8% | +17.6% | +172.3% | +155.7% |
| 1Y | +317.7% | +18.4% | +299.3% | +266.9% |
| 3Y | +478.6% | +33.1% | +445.5% | +411.7% |
| 5Y | +169.5% | +148.2% | +21.3% | +83.0% |
| All | +4,921.3% | +4.9% | +4,916.4% | +2,255.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling