+55.9%
SOXL vs SO
+3.3%
+52.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.7% | -8.1% | -10.2% |
| 7D | -37.9% | +1.7% | -39.6% | -35.2% |
| 30D | -59.4% | +11.1% | -70.5% | -49.1% |
| 3M | -52.3% | +0.7% | -53.0% | -50.2% |
| 6M | -47.7% | -1.4% | -46.3% | -44.6% |
| YTD | +58.8% | +9.4% | +49.3% | +89.6% |
| 1Y | +55.9% | +3.7% | +52.2% | +88.6% |
| All | +55.9% | +3.3% | +52.6% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 1y: compounded portfolio wealth divided by compounded SO 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…
1y analysis · Full analysis span regression · 6 months rolling