+357.4%
SOXL vs SHW
-7.8%
+365.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.4% | +9.4% | +9.6% |
| 7D | +5.3% | -3.2% | +8.6% | +7.3% |
| 30D | -11.2% | -9.5% | -1.7% | -6.0% |
| 3M | -55.4% | +11.5% | -66.8% | -60.8% |
| 6M | +107.1% | -3.5% | +110.7% | +105.5% |
| YTD | +179.0% | +3.7% | +175.3% | +169.9% |
| 1Y | +357.4% | -7.9% | +365.3% | +349.9% |
| All | +357.4% | -7.8% | +365.2% | +349.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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