+20,415.5%
SOXL vs RTX
+543.2%
+19,872.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +6.6% |
| 7D | +16.4% | -3.1% | +19.5% | +21.9% |
| 30D | -12.1% | -10.6% | -1.5% | +3.3% |
| 3M | -41.7% | +11.6% | -53.3% | -55.1% |
| 6M | +157.4% | -4.5% | +161.9% | +149.5% |
| YTD | +193.3% | +9.6% | +183.7% | +124.4% |
| 1Y | +355.3% | +30.8% | +324.5% | +156.2% |
| 3Y | +484.2% | +152.8% | +331.3% | -3.3% |
| 5Y | +182.7% | +167.1% | +15.6% | -55.4% |
| 10Y | +4,692.2% | +275.2% | +4,417.1% | +319.0% |
| All | +20,415.5% | +543.2% | +19,872.2% | +582.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling