+478.6%
SOXL vs SHAK
-2.6%
+481.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.2% | +2.1% | +3.1% |
| 7D | +3.9% | -8.3% | +12.2% | +9.6% |
| 30D | -14.3% | -12.6% | -1.7% | -6.6% |
| 3M | -45.6% | +9.1% | -54.7% | -51.8% |
| 6M | +117.2% | -31.2% | +148.4% | +161.8% |
| YTD | +189.8% | -21.6% | +211.4% | +209.5% |
| 1Y | +317.7% | -38.8% | +356.5% | +444.1% |
| 3Y | +478.6% | +0.6% | +478.0% | +452.4% |
| All | +478.6% | -2.6% | +481.3% | +452.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling