+2,180.9%
SOXL vs SWK
+21.9%
+2,159.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | -0.7% | +18.5% | +18.8% |
| 7D | -1.0% | -2.3% | +1.3% | +5.0% |
| 30D | -48.6% | +30.4% | -79.0% | -67.4% |
| 3M | -50.3% | +12.1% | -62.5% | -60.7% |
| 6M | -65.3% | +49.1% | -114.4% | -81.2% |
| YTD | +57.2% | +60.4% | -3.2% | -24.7% |
| 1Y | +58.0% | +78.3% | -20.3% | -35.4% |
| 3Y | +226.2% | +53.3% | +172.9% | +68.3% |
| 5Y | +10.5% | -27.0% | +37.4% | +99.2% |
| 10Y | +2,180.9% | +20.8% | +2,160.0% | +2,859.0% |
| All | +2,180.9% | +21.9% | +2,159.0% | +2,859.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling