+55.9%
SOXL vs SOUN
-73.4%
+129.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.9% | -13.7% | -12.6% |
| 7D | -37.9% | -2.7% | -35.2% | -36.2% |
| 30D | -59.4% | -26.5% | -32.9% | -48.2% |
| 3M | -52.3% | -33.6% | -18.7% | -35.9% |
| 6M | -47.7% | -54.4% | +6.7% | -9.5% |
| YTD | +58.8% | -56.7% | +115.4% | +185.5% |
| 1Y | +55.9% | -71.4% | +127.3% | +349.8% |
| All | +55.9% | -73.4% | +129.3% | +349.8% |
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