+449.8%
SOXL vs SE
+175.6%
+274.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.9% | -7.1% | -7.4% |
| 7D | +8.5% | -4.8% | +13.2% | +12.2% |
| 30D | -13.0% | -18.1% | +5.2% | -0.3% |
| 3M | -35.9% | +30.6% | -66.5% | -50.9% |
| 6M | +112.1% | +20.8% | +91.3% | +69.4% |
| YTD | +175.4% | -15.6% | +191.0% | +193.8% |
| 1Y | +304.9% | -44.2% | +349.1% | +517.2% |
| All | +449.8% | +175.6% | +274.3% | +235.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling