+478.6%
SOXL vs SONY
+42.2%
+436.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +3.5% |
| 7D | +3.9% | -2.7% | +6.6% | +6.6% |
| 30D | -14.3% | +1.5% | -15.8% | -17.3% |
| 3M | -45.6% | +13.0% | -58.6% | -57.6% |
| 6M | +117.2% | +11.2% | +106.0% | +75.5% |
| YTD | +189.8% | -6.6% | +196.5% | +198.1% |
| 1Y | +317.7% | -18.1% | +335.9% | +427.6% |
| 3Y | +478.6% | +42.1% | +436.6% | +261.9% |
| All | +478.6% | +42.2% | +436.4% | +261.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling