+478.6%
SOXL vs SCCO
+177.0%
+301.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.6% | +5.7% |
| 7D | +3.9% | -2.7% | +6.5% | +7.9% |
| 30D | -14.3% | -0.7% | -13.6% | -15.4% |
| 3M | -45.6% | +8.1% | -53.7% | -49.8% |
| 6M | +117.2% | +4.1% | +113.1% | +129.8% |
| YTD | +189.8% | +41.1% | +148.7% | +88.4% |
| 1Y | +317.7% | +95.6% | +222.2% | +76.0% |
| 3Y | +478.6% | +179.3% | +299.4% | +81.2% |
| All | +478.6% | +177.0% | +301.6% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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