+20,848.2%
SOXL vs SBUX
+1,034.7%
+19,813.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.0% | +5.1% |
| 7D | +18.4% | -6.3% | +24.6% | +29.9% |
| 30D | -3.2% | -3.9% | +0.7% | +2.0% |
| 3M | -37.6% | +3.3% | -40.9% | -43.2% |
| 6M | +136.1% | +1.4% | +134.6% | +117.0% |
| YTD | +199.5% | +21.0% | +178.5% | +106.6% |
| 1Y | +363.2% | +22.4% | +340.8% | +205.1% |
| 3Y | +496.5% | +13.2% | +483.3% | +317.1% |
| 5Y | +184.8% | -5.2% | +190.0% | +232.2% |
| 10Y | +5,399.0% | +128.3% | +5,270.6% | +2,155.0% |
| All | +20,848.2% | +1,034.7% | +19,813.5% | +560.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling