+55.9%
SOXL vs SMCI
-39.1%
+95.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.7% | -3.1% | -4.1% |
| 7D | -37.9% | -17.3% | -20.5% | -26.2% |
| 30D | -59.4% | -31.5% | -27.9% | -43.0% |
| 3M | -52.3% | -6.6% | -45.7% | -47.0% |
| 6M | -47.7% | +6.0% | -53.7% | -43.1% |
| YTD | +58.8% | +1.1% | +57.6% | +65.3% |
| 1Y | +55.9% | -37.6% | +93.4% | +130.3% |
| All | +55.9% | -39.1% | +95.0% | +130.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 SMCI 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