+19,165.6%
SOXL vs SIRI
+294.2%
+18,871.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +1.2% | -9.2% | -9.1% |
| 7D | +8.5% | -3.0% | +11.4% | +11.0% |
| 30D | -13.0% | +1.3% | -14.3% | -14.5% |
| 3M | -35.9% | +5.6% | -41.5% | -42.0% |
| 6M | +112.1% | +35.2% | +76.9% | +55.0% |
| YTD | +175.4% | +49.1% | +126.4% | +78.9% |
| 1Y | +304.9% | +26.8% | +278.1% | +202.1% |
| 3Y | +448.6% | -23.7% | +472.2% | +499.0% |
| 5Y | +156.1% | -41.8% | +197.9% | +167.4% |
| 10Y | +4,957.3% | -11.3% | +4,968.6% | +4,400.7% |
| All | +19,165.6% | +294.2% | +18,871.4% | +5,257.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling