+357.4%
SOXL vs SOUN
-47.0%
+404.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +9.9% |
| 7D | +5.3% | -5.2% | +10.5% | +9.6% |
| 30D | -11.2% | +4.8% | -16.0% | -15.5% |
| 3M | -55.4% | -15.9% | -39.5% | -48.1% |
| 6M | +107.1% | -17.4% | +124.5% | +127.2% |
| YTD | +179.0% | -32.4% | +211.4% | +250.2% |
| 1Y | +357.4% | -49.3% | +406.6% | +699.3% |
| All | +357.4% | -47.0% | +404.4% | +699.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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