+55.9%
SOXL vs SHOP
-6.2%
+62.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +7.3% | -16.1% | -10.2% |
| 7D | -37.9% | -9.0% | -28.9% | -36.5% |
| 30D | -59.4% | -4.4% | -55.0% | -58.7% |
| 3M | -52.3% | +24.1% | -76.4% | -53.7% |
| 6M | -47.7% | +20.0% | -67.7% | -49.6% |
| YTD | +58.8% | -4.9% | +63.7% | +84.9% |
| 1Y | +55.9% | -4.9% | +60.8% | +82.6% |
| All | +55.9% | -6.2% | +62.1% | +82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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