+196.5%
SOXL vs SE
+65.6%
+130.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +1.1% | -12.1% | -11.8% |
| 7D | +26.9% | -0.5% | +27.4% | +27.0% |
| 30D | -47.2% | -20.9% | -26.3% | -36.6% |
| 3M | -59.9% | -38.9% | -21.0% | -42.7% |
| 6M | -68.3% | -19.4% | -48.9% | -65.1% |
| YTD | +38.8% | -40.9% | +79.8% | +93.0% |
| 1Y | +48.8% | -46.2% | +95.0% | +124.5% |
| 3Y | +196.5% | +63.7% | +132.8% | +170.7% |
| All | +196.5% | +65.6% | +130.9% | +170.7% |
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