+20,174.1%
SOXL vs SU
+266.2%
+19,908.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.4% | +5.4% |
| 7D | +3.9% | +2.2% | +1.6% | +1.7% |
| 30D | -14.3% | +8.4% | -22.7% | -21.2% |
| 3M | -45.6% | +12.1% | -57.7% | -53.5% |
| 6M | +117.2% | +19.7% | +97.5% | +68.8% |
| YTD | +189.8% | +58.4% | +131.4% | +71.4% |
| 1Y | +317.7% | +67.2% | +250.5% | +132.8% |
| 3Y | +478.6% | +125.0% | +353.6% | +145.6% |
| 5Y | +169.5% | +355.1% | -185.6% | -46.0% |
| 10Y | +5,222.1% | +263.7% | +4,958.4% | +1,174.6% |
| All | +20,174.1% | +266.2% | +19,908.0% | +4,284.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling