+162.3%
SOXL vs SNAP
-92.5%
+254.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.9% | +2.3% | +3.6% |
| 7D | +3.9% | +3.8% | 0.0% | +1.4% |
| 30D | -14.3% | +9.2% | -23.5% | -19.9% |
| 3M | -45.6% | +6.6% | -52.2% | -49.1% |
| 6M | +117.2% | +16.9% | +100.3% | +92.2% |
| YTD | +189.8% | -29.6% | +219.5% | +238.5% |
| 1Y | +317.7% | -22.1% | +339.8% | +363.0% |
| 3Y | +478.6% | -39.8% | +518.5% | +592.3% |
| All | +162.3% | -92.5% | +254.8% | +597.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 5y: compounded portfolio wealth divided by compounded SNAP 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…
5y analysis · Full analysis span regression · 6 months rolling