+355.3%
SOXL vs SWK
+24.6%
+330.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.8% | +7.9% | +9.0% |
| 7D | +16.4% | +0.1% | +16.3% | +15.8% |
| 30D | -12.1% | -8.9% | -3.2% | 0.0% |
| 3M | -41.7% | +20.5% | -62.2% | -53.6% |
| 6M | +157.4% | +27.1% | +130.3% | +94.3% |
| YTD | +193.3% | +30.2% | +163.1% | +108.0% |
| 1Y | +355.3% | +24.8% | +330.6% | +234.0% |
| All | +355.3% | +24.6% | +330.7% | +234.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SWK 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling