+149.2%
SOXL vs RTX
+163.3%
-14.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.3% | -8.3% | -8.3% |
| 7D | +8.5% | -2.0% | +10.4% | +10.4% |
| 30D | -13.0% | -11.2% | -1.8% | -2.8% |
| 3M | -35.9% | +12.0% | -48.0% | -46.5% |
| 6M | +112.1% | -3.6% | +115.6% | +109.4% |
| YTD | +175.4% | +9.2% | +166.2% | +133.2% |
| 1Y | +304.9% | +29.7% | +275.2% | +176.6% |
| 3Y | +448.6% | +152.0% | +296.6% | +53.0% |
| All | +149.2% | +163.3% | -14.0% | -35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling