+357.4%
SOXL vs SMCI
-1.7%
+359.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +4.5% | +5.3% | +6.4% |
| 7D | +5.3% | +6.8% | -1.4% | +0.3% |
| 30D | -11.2% | +30.6% | -41.8% | -28.6% |
| 3M | -55.4% | -15.6% | -39.8% | -49.5% |
| 6M | +107.1% | +21.3% | +85.9% | +75.2% |
| YTD | +179.0% | +35.3% | +143.8% | +111.4% |
| 1Y | +357.4% | -2.7% | +360.1% | +448.1% |
| All | +357.4% | -1.7% | +359.1% | +448.1% |
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