+315.1%
SOXL vs SN
+453.9%
-138.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.0% | -4.1% | -4.4% |
| 7D | +8.5% | -7.2% | +15.7% | +16.0% |
| 30D | -13.0% | -13.4% | +0.4% | -1.2% |
| 3M | -35.9% | +26.8% | -62.7% | -49.5% |
| 6M | +112.1% | +44.6% | +67.5% | +49.4% |
| YTD | +175.4% | +45.3% | +130.1% | +94.7% |
| 1Y | +304.9% | +40.1% | +264.8% | +194.3% |
| 3Y | +448.6% | +375.3% | +73.3% | +196.5% |
| All | +315.1% | +453.9% | -138.7% | +121.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 10y: compounded portfolio wealth divided by compounded SN 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…
10y analysis · Full analysis span regression · 6 months rolling