+55.9%
SOXL vs SIMO
+94.5%
-38.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -9.6% | +0.8% | +0.5% |
| 7D | -37.9% | -16.9% | -21.0% | -24.4% |
| 30D | -59.4% | -35.4% | -24.0% | -36.1% |
| 3M | -52.3% | -31.9% | -20.4% | -29.4% |
| 6M | -47.7% | -19.3% | -28.4% | -17.1% |
| YTD | +58.8% | +98.5% | -39.7% | +8.3% |
| 1Y | +55.9% | +100.5% | -44.6% | +6.6% |
| All | +55.9% | +94.5% | -38.6% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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