+317.7%
SOXL vs SU
+67.3%
+250.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.4% | +5.2% |
| 7D | +3.9% | +2.2% | +1.6% | +4.1% |
| 30D | -14.3% | +8.4% | -22.7% | -13.5% |
| 3M | -45.6% | +12.1% | -57.7% | -43.3% |
| 6M | +117.2% | +19.7% | +97.5% | +94.7% |
| YTD | +189.8% | +58.4% | +131.4% | +105.7% |
| 1Y | +317.7% | +67.2% | +250.5% | +177.8% |
| All | +317.7% | +67.3% | +250.4% | +177.8% |
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