+357.4%
SOXL vs SU
+71.8%
+285.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.6% | +9.8% |
| 7D | +5.3% | +3.6% | +1.8% | +5.6% |
| 30D | -11.2% | +7.9% | -19.1% | -10.3% |
| 3M | -55.4% | +3.5% | -58.9% | -52.7% |
| 6M | +107.1% | +19.0% | +88.2% | +82.3% |
| YTD | +179.0% | +55.0% | +124.1% | +97.7% |
| 1Y | +357.4% | +71.2% | +286.2% | +199.5% |
| All | +357.4% | +71.8% | +285.5% | +199.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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