+357.4%
SOXL vs STM
+107.3%
+250.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.9% | +8.0% | +6.8% |
| 7D | +5.3% | +5.8% | -0.5% | -3.8% |
| 30D | -11.2% | -1.0% | -10.2% | -8.4% |
| 3M | -55.4% | -33.3% | -22.1% | +0.6% |
| 6M | +107.1% | +57.4% | +49.8% | +51.1% |
| YTD | +179.0% | +102.2% | +76.8% | +51.5% |
| 1Y | +357.4% | +99.6% | +257.8% | +141.6% |
| All | +357.4% | +107.3% | +250.1% | +141.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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