+357.4%
SOXL vs RRX
+14.9%
+342.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +9.6% |
| 7D | +5.3% | +3.4% | +1.9% | -0.2% |
| 30D | -11.2% | -11.1% | -0.1% | +7.4% |
| 3M | -55.4% | -23.7% | -31.6% | -23.8% |
| 6M | +107.1% | -22.0% | +129.1% | +252.4% |
| YTD | +179.0% | +16.5% | +162.6% | +193.3% |
| 1Y | +357.4% | +11.5% | +345.9% | +431.6% |
| All | +357.4% | +14.9% | +342.5% | +431.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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