+317.7%
SOXL vs SO
-1.6%
+319.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.7% | +5.9% | +4.0% |
| 7D | +3.9% | -1.1% | +4.9% | +1.7% |
| 30D | -14.3% | -5.0% | -9.3% | -22.4% |
| 3M | -45.6% | -5.8% | -39.8% | -50.3% |
| 6M | +117.2% | -7.9% | +125.1% | +94.9% |
| YTD | +189.8% | +2.4% | +187.4% | +212.4% |
| 1Y | +317.7% | -2.3% | +320.0% | +296.9% |
| All | +317.7% | -1.6% | +319.4% | +296.9% |
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