+4,921.3%
SOXL vs RTX
+286.0%
+4,635.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.5% | +5.5% |
| 7D | +3.9% | -1.5% | +5.4% | +5.8% |
| 30D | -14.3% | -11.0% | -3.3% | -1.3% |
| 3M | -45.6% | +7.7% | -53.3% | -54.4% |
| 6M | +117.2% | -3.9% | +121.1% | +111.5% |
| YTD | +189.8% | +9.0% | +180.9% | +135.2% |
| 1Y | +317.7% | +27.3% | +290.5% | +170.5% |
| 3Y | +478.6% | +172.9% | +305.7% | +18.1% |
| 5Y | +169.5% | +165.2% | +4.3% | -39.2% |
| All | +4,921.3% | +286.0% | +4,635.3% | +1,004.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling