+304.9%
SOXL vs STM
+96.2%
+208.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.6% | -6.5% | -5.4% |
| 7D | +8.5% | -1.1% | +9.5% | +10.7% |
| 30D | -13.0% | -7.8% | -5.1% | +0.8% |
| 3M | -35.9% | -28.2% | -7.7% | +24.0% |
| 6M | +112.1% | +52.0% | +60.1% | +61.2% |
| YTD | +175.4% | +96.4% | +79.0% | +55.0% |
| 1Y | +304.9% | +98.8% | +206.0% | +101.5% |
| All | +304.9% | +96.2% | +208.7% | +101.5% |
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