+174.1%
SOXL vs SOLS
+17.1%
+157.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.7% | -5.3% | -5.0% |
| 7D | +8.5% | +0.3% | +8.1% | +8.5% |
| 30D | -13.0% | +0.9% | -13.8% | -15.1% |
| 3M | -35.9% | -20.7% | -15.3% | -12.9% |
| 6M | +112.1% | -17.7% | +129.7% | +192.6% |
| YTD | +175.4% | +27.1% | +148.3% | +192.9% |
| All | +174.1% | +17.1% | +157.0% | +188.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 all: compounded portfolio wealth divided by compounded SOLS 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…
all analysis · Full analysis span regression · 6 months rolling