+478.6%
SOXL vs SMCI
+40.5%
+438.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +7.3% | -2.0% | +1.0% |
| 7D | +3.9% | +1.3% | +2.6% | +3.1% |
| 30D | -14.3% | +6.6% | -20.9% | -17.1% |
| 3M | -45.6% | +25.4% | -71.0% | -50.9% |
| 6M | +117.2% | +26.1% | +91.0% | +91.0% |
| YTD | +189.8% | +37.0% | +152.8% | +140.7% |
| 1Y | +317.7% | -8.8% | +326.5% | +335.2% |
| 3Y | +478.6% | +44.6% | +434.0% | +292.4% |
| All | +478.6% | +40.5% | +438.2% | +292.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling