+19,165.6%
SOXL vs SMCI
+2,160.0%
+17,005.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.0% | -4.1% | -5.4% |
| 7D | +8.5% | -1.3% | +9.7% | +9.6% |
| 30D | -13.0% | +18.3% | -31.3% | -22.4% |
| 3M | -35.9% | +27.7% | -63.6% | -43.1% |
| 6M | +112.1% | +17.6% | +94.5% | +88.8% |
| YTD | +175.4% | +27.7% | +147.7% | +127.8% |
| 1Y | +304.9% | -14.9% | +319.7% | +338.9% |
| 3Y | +448.6% | +33.2% | +415.4% | +181.2% |
| 5Y | +156.1% | +921.6% | -765.5% | -70.2% |
| 10Y | +4,957.3% | +1,672.4% | +3,284.9% | +275.0% |
| All | +19,165.6% | +2,160.0% | +17,005.6% | +746.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling