+5,399.0%
SOXL vs SUI
+104.7%
+5,294.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +3.4% |
| 7D | +18.4% | -4.3% | +22.6% | +23.2% |
| 30D | -3.2% | -2.1% | -1.0% | -1.7% |
| 3M | -37.6% | -6.1% | -31.5% | -38.0% |
| 6M | +136.1% | -12.8% | +148.8% | +151.9% |
| YTD | +199.5% | -4.6% | +204.1% | +186.2% |
| 1Y | +363.2% | -7.7% | +370.9% | +349.7% |
| 3Y | +496.5% | +10.9% | +485.5% | +310.5% |
| 5Y | +184.8% | -32.4% | +217.2% | +300.3% |
| 10Y | +5,399.0% | +105.7% | +5,293.3% | +3,538.0% |
| All | +5,399.0% | +104.7% | +5,294.2% | +3,538.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling