+26,554.7%
SOXL vs STLA
+263.8%
+26,290.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.3% | +8.6% | +8.8% |
| 7D | +5.3% | +2.6% | +2.8% | +3.2% |
| 30D | -11.2% | -1.2% | -10.0% | -11.7% |
| 3M | -55.4% | -24.8% | -30.6% | -43.4% |
| 6M | +107.1% | -25.6% | +132.7% | +167.5% |
| YTD | +179.0% | -48.9% | +228.0% | +348.2% |
| 1Y | +357.4% | -38.8% | +396.1% | +532.6% |
| 3Y | +397.5% | -64.5% | +462.0% | +1,046.6% |
| 5Y | +155.9% | -62.4% | +218.3% | +562.3% |
| 10Y | +4,301.6% | +55.4% | +4,246.2% | +6,613.0% |
| All | +26,554.7% | +263.8% | +26,290.9% | +41,207.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling