+196.5%
SOXL vs SO
+52.7%
+143.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +1.2% | -12.2% | -9.2% |
| 7D | +26.9% | +1.4% | +25.5% | +29.1% |
| 30D | -47.2% | +4.7% | -52.0% | -42.0% |
| 3M | -59.9% | +1.7% | -61.5% | -57.6% |
| 6M | -68.3% | +2.2% | -70.5% | -65.2% |
| YTD | +38.8% | +10.0% | +28.9% | +68.1% |
| 1Y | +48.8% | +6.0% | +42.8% | +73.5% |
| 3Y | +196.5% | +54.1% | +142.4% | +392.0% |
| All | +196.5% | +52.7% | +143.8% | +392.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling