+357.4%
SOXL vs SONY
-10.8%
+368.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.6% | +11.5% | +10.6% |
| 7D | +5.3% | -1.2% | +6.5% | +5.8% |
| 30D | -11.2% | +9.4% | -20.6% | -16.0% |
| 3M | -55.4% | +10.5% | -65.8% | -58.0% |
| 6M | +107.1% | +11.7% | +95.4% | +87.3% |
| YTD | +179.0% | -4.1% | +183.1% | +206.0% |
| 1Y | +357.4% | -11.8% | +369.1% | +526.3% |
| All | +357.4% | -10.8% | +368.2% | +526.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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