+357.4%
SOXL vs SHAK
-34.0%
+391.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.1% | +9.7% | +9.8% |
| 7D | +5.3% | -0.7% | +6.0% | +5.6% |
| 30D | -11.2% | -6.6% | -4.6% | -9.2% |
| 3M | -55.4% | +30.1% | -85.4% | -60.6% |
| 6M | +107.1% | -28.7% | +135.9% | +145.7% |
| YTD | +179.0% | -14.5% | +193.5% | +198.9% |
| 1Y | +357.4% | -31.9% | +389.2% | +453.0% |
| All | +357.4% | -34.0% | +391.4% | +453.0% |
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