+317.7%
SOXL vs STLA
-40.1%
+357.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.3% | +3.0% | +4.0% |
| 7D | +3.9% | -2.9% | +6.7% | +5.4% |
| 30D | -14.3% | +0.9% | -15.2% | -15.3% |
| 3M | -45.6% | -21.6% | -24.0% | -36.7% |
| 6M | +117.2% | -21.6% | +138.8% | +159.2% |
| YTD | +189.8% | -50.4% | +240.3% | +305.7% |
| 1Y | +317.7% | -43.6% | +361.3% | +421.7% |
| All | +317.7% | -40.1% | +357.9% | +421.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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