+178.5%
SOXL vs SLV
+172.2%
+6.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | +0.2% |
| 7D | +18.4% | +2.8% | +15.6% | +15.4% |
| 30D | -3.2% | +2.2% | -5.4% | -4.8% |
| 3M | -37.6% | +2.9% | -40.5% | -37.7% |
| 6M | +136.1% | -22.4% | +158.5% | +200.7% |
| YTD | +199.5% | -5.7% | +205.2% | +183.8% |
| 1Y | +363.2% | +63.3% | +299.9% | +150.8% |
| 3Y | +496.5% | +189.0% | +307.5% | +93.8% |
| All | +178.5% | +172.2% | +6.3% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 5y: compounded portfolio wealth divided by compounded SLV 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…
5y analysis · Full analysis span regression · 6 months rolling