+117.2%
SOXL vs SMCI
+23.3%
+93.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +7.3% | -2.0% | -0.5% |
| 7D | +3.9% | +1.3% | +2.6% | +2.8% |
| 30D | -14.3% | +6.6% | -20.9% | -18.3% |
| 3M | -45.6% | +25.4% | -71.0% | -53.5% |
| 6M | +117.2% | +26.1% | +91.0% | +85.0% |
| All | +117.2% | +23.3% | +93.8% | +85.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling