+1,356.1%
SOXL vs SE
+597.4%
+758.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +4.0% | +4.3% |
| 7D | +16.4% | +0.6% | +15.8% | +15.9% |
| 30D | -12.1% | -0.1% | -12.0% | -13.6% |
| 3M | -41.7% | +34.1% | -75.8% | -55.3% |
| 6M | +157.4% | +23.2% | +134.2% | +106.2% |
| YTD | +193.3% | -11.2% | +204.5% | +196.4% |
| 1Y | +355.3% | -40.5% | +395.9% | +522.3% |
| 3Y | +484.2% | +196.3% | +287.9% | +154.7% |
| 5Y | +182.7% | -67.0% | +249.7% | +425.9% |
| All | +1,356.1% | +597.4% | +758.7% | +390.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling