+162.3%
SOXL vs SBUX
-7.3%
+169.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.7% | +5.9% |
| 7D | +3.9% | -5.5% | +9.4% | +12.1% |
| 30D | -14.3% | -8.5% | -5.8% | -3.7% |
| 3M | -45.6% | -2.9% | -42.7% | -45.8% |
| 6M | +117.2% | -1.5% | +118.7% | +110.0% |
| YTD | +189.8% | +19.4% | +170.5% | +108.5% |
| 1Y | +317.7% | +22.9% | +294.8% | +180.1% |
| 3Y | +478.6% | +11.3% | +467.3% | +346.8% |
| All | +162.3% | -7.3% | +169.6% | +190.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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