+117.2%
SOXL vs SOUN
-20.9%
+138.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.6% | +5.5% |
| 7D | +3.9% | -7.1% | +11.0% | +9.7% |
| 30D | -14.3% | -15.4% | +1.1% | -3.2% |
| 3M | -45.6% | -10.6% | -35.0% | -40.4% |
| 6M | +117.2% | -19.6% | +136.8% | +139.1% |
| All | +117.2% | -20.9% | +138.0% | +139.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling