+117.2%
SOXL vs SU
+21.8%
+95.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.4% | +5.1% |
| 7D | +3.9% | +2.2% | +1.6% | +5.4% |
| 30D | -14.3% | +8.4% | -22.7% | -9.2% |
| 3M | -45.6% | +12.1% | -57.7% | -37.4% |
| 6M | +117.2% | +19.7% | +97.5% | +218.9% |
| All | +117.2% | +21.8% | +95.4% | +218.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling