+4,921.3%
SOXL vs SIRI
-10.2%
+4,931.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +4.4% |
| 7D | +3.9% | +0.6% | +3.3% | +3.3% |
| 30D | -14.3% | +2.5% | -16.8% | -16.5% |
| 3M | -45.6% | +6.6% | -52.2% | -51.0% |
| 6M | +117.2% | +32.9% | +84.3% | +62.9% |
| YTD | +189.8% | +50.5% | +139.4% | +89.4% |
| 1Y | +317.7% | +28.0% | +289.8% | +212.7% |
| 3Y | +478.6% | -22.4% | +501.0% | +522.8% |
| 5Y | +169.5% | -41.3% | +210.8% | +174.0% |
| All | +4,921.3% | -10.2% | +4,931.5% | +4,077.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling