+449.8%
SOXL vs SHOP
+99.7%
+350.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.1% | -7.9% | -7.9% |
| 7D | +8.5% | -13.2% | +21.7% | +18.7% |
| 30D | -13.0% | -17.0% | +4.1% | -1.9% |
| 3M | -35.9% | +17.0% | -52.9% | -48.7% |
| 6M | +112.1% | -2.1% | +114.2% | +86.1% |
| YTD | +175.4% | -21.4% | +196.8% | +186.0% |
| 1Y | +304.9% | -11.0% | +315.8% | +285.0% |
| All | +449.8% | +99.7% | +350.1% | +208.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling