+484.2%
SOXL vs RY
+159.6%
+324.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +5.9% | +7.0% |
| 7D | +16.4% | +2.7% | +13.7% | +8.1% |
| 30D | -12.1% | -1.0% | -11.1% | -9.8% |
| 3M | -41.7% | +7.6% | -49.3% | -51.3% |
| 6M | +157.4% | +29.5% | +127.9% | +40.4% |
| YTD | +193.3% | +24.2% | +169.1% | +78.5% |
| 1Y | +355.3% | +46.4% | +308.9% | +90.6% |
| 3Y | +484.2% | +159.4% | +324.7% | -13.8% |
| All | +484.2% | +159.6% | +324.6% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 3y: compounded portfolio wealth divided by compounded RY 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…
3y analysis · Full analysis span regression · 6 months rolling