+317.7%
SOXL vs RRX
+15.2%
+302.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.7% | +1.5% | -0.6% |
| 7D | +3.9% | -0.3% | +4.2% | +4.5% |
| 30D | -14.3% | -6.1% | -8.2% | -4.8% |
| 3M | -45.6% | -23.1% | -22.6% | -11.4% |
| 6M | +117.2% | -19.5% | +136.7% | +257.9% |
| YTD | +189.8% | +16.1% | +173.8% | +203.0% |
| 1Y | +317.7% | +12.9% | +304.8% | +367.8% |
| All | +317.7% | +15.2% | +302.6% | +367.8% |
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