+357.4%
SOXL vs STRL
+76.3%
+281.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.8% | +4.1% | +4.5% |
| 7D | +5.3% | +3.4% | +1.9% | +2.4% |
| 30D | -11.2% | -9.2% | -2.0% | -1.3% |
| 3M | -55.4% | -51.0% | -4.3% | -6.5% |
| 6M | +107.1% | +15.8% | +91.4% | +96.5% |
| YTD | +179.0% | +58.9% | +120.2% | +90.9% |
| 1Y | +357.4% | +68.5% | +288.8% | +229.5% |
| All | +357.4% | +76.3% | +281.1% | +229.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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