+357.4%
SOXL vs RTX
+28.8%
+328.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.5% | +10.0% |
| 7D | +5.3% | -5.2% | +10.5% | +6.2% |
| 30D | -11.2% | -9.4% | -1.8% | -9.9% |
| 3M | -55.4% | +12.3% | -67.6% | -58.8% |
| 6M | +107.1% | -3.1% | +110.3% | +116.7% |
| YTD | +179.0% | +10.7% | +168.4% | +165.1% |
| 1Y | +357.4% | +28.4% | +328.9% | +316.2% |
| All | +357.4% | +28.8% | +328.6% | +316.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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