+19,418.6%
SOXL vs SWK
+149.8%
+19,268.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.9% | +9.0% | +8.5% |
| 7D | +5.3% | -0.4% | +5.8% | +6.1% |
| 30D | -11.2% | -5.7% | -5.5% | -2.7% |
| 3M | -55.4% | +24.1% | -79.4% | -66.9% |
| 6M | +107.1% | +24.7% | +82.4% | +55.8% |
| YTD | +179.0% | +33.9% | +145.1% | +82.5% |
| 1Y | +357.4% | +34.7% | +322.7% | +194.5% |
| 3Y | +397.5% | +15.3% | +382.2% | +310.9% |
| 5Y | +155.9% | -39.3% | +195.2% | +550.5% |
| 10Y | +4,301.6% | +2.5% | +4,299.1% | +6,356.5% |
| All | +19,418.6% | +149.8% | +19,268.8% | +7,693.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling