+1,338.9%
SOXL vs SE
+553.8%
+785.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.3% | +6.6% | +6.2% |
| 7D | +3.9% | -5.2% | +9.1% | +7.8% |
| 30D | -14.3% | -17.1% | +2.8% | -2.6% |
| 3M | -45.6% | +24.0% | -69.6% | -56.2% |
| 6M | +117.2% | +21.0% | +96.2% | +76.2% |
| YTD | +189.8% | -16.7% | +206.6% | +206.4% |
| 1Y | +317.7% | -45.9% | +363.7% | +510.8% |
| 3Y | +478.6% | +177.8% | +300.8% | +163.8% |
| 5Y | +169.5% | -67.4% | +236.9% | +405.3% |
| All | +1,338.9% | +553.8% | +785.2% | +406.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 10y: compounded portfolio wealth divided by compounded SE 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…
10y analysis · Full analysis span regression · 6 months rolling