+4,921.3%
SOXL vs RSP
+211.6%
+4,709.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +2.1% |
| 7D | +3.9% | -1.9% | +5.8% | +11.6% |
| 30D | -14.3% | -2.8% | -11.5% | -5.1% |
| 3M | -45.6% | +2.8% | -48.5% | -51.7% |
| 6M | +117.2% | +10.2% | +107.0% | +61.3% |
| YTD | +189.8% | +13.1% | +176.8% | +99.6% |
| 1Y | +317.7% | +14.8% | +303.0% | +182.6% |
| 3Y | +478.6% | +52.6% | +426.0% | +102.5% |
| 5Y | +169.5% | +51.6% | +117.9% | +71.2% |
| All | +4,921.3% | +211.6% | +4,709.6% | +657.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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