+357.4%
SOXL vs SYK
-21.3%
+378.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.6% | +11.5% | +8.2% |
| 7D | +5.3% | -8.3% | +13.7% | -3.7% |
| 30D | -11.2% | -10.1% | -1.1% | -19.6% |
| 3M | -55.4% | +0.9% | -56.3% | -54.3% |
| 6M | +107.1% | -20.2% | +127.3% | +120.7% |
| YTD | +179.0% | -13.3% | +192.3% | +203.7% |
| 1Y | +357.4% | -22.3% | +379.7% | +397.8% |
| All | +357.4% | -21.3% | +378.7% | +397.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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