+357.4%
SOXL vs S
+10.1%
+347.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.4% | +9.5% | +9.8% |
| 7D | +5.3% | -7.7% | +13.0% | +7.6% |
| 30D | -11.2% | -5.3% | -5.9% | -10.1% |
| 3M | -55.4% | +20.3% | -75.6% | -57.4% |
| 6M | +107.1% | +47.4% | +59.8% | +78.1% |
| YTD | +179.0% | +32.5% | +146.5% | +153.2% |
| 1Y | +357.4% | +9.5% | +347.8% | +384.9% |
| All | +357.4% | +10.1% | +347.2% | +384.9% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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