+55.9%
SOXL vs SHAK
-21.2%
+77.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.8% | -12.6% | -9.7% |
| 7D | -37.9% | +8.3% | -46.2% | -39.3% |
| 30D | -59.4% | +16.7% | -76.1% | -61.2% |
| 3M | -52.3% | +10.0% | -62.3% | -54.0% |
| 6M | -47.7% | -23.8% | -23.9% | -39.5% |
| YTD | +58.8% | -10.3% | +69.0% | +68.0% |
| 1Y | +55.9% | -22.9% | +78.8% | +105.9% |
| All | +55.9% | -21.2% | +77.1% | +105.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling