+366.2%
SOXL vs SOUN
-28.0%
+394.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.1% | -4.9% | -7.4% |
| 7D | +8.5% | -6.8% | +15.3% | +10.1% |
| 30D | -13.0% | -15.2% | +2.3% | -9.8% |
| 3M | -35.9% | -7.0% | -29.0% | -33.9% |
| 6M | +112.1% | -20.5% | +132.6% | +124.6% |
| YTD | +175.4% | -37.0% | +212.4% | +205.8% |
| 1Y | +304.9% | -55.3% | +360.2% | +383.5% |
| 3Y | +448.6% | +173.0% | +275.5% | +380.0% |
| All | +366.2% | -28.0% | +394.2% | +310.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling