+55.9%
SOXL vs SWKS
+14.2%
+41.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.9% | -5.9% | -5.4% |
| 7D | -37.9% | -4.9% | -32.9% | -33.4% |
| 30D | -59.4% | -1.2% | -58.2% | -58.3% |
| 3M | -52.3% | +24.2% | -76.5% | -65.4% |
| 6M | -47.7% | +21.5% | -69.2% | -55.8% |
| YTD | +58.8% | +33.5% | +25.3% | +19.6% |
| 1Y | +55.9% | +18.9% | +37.0% | +58.0% |
| All | +55.9% | +14.2% | +41.7% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling