+297.0%
SOXL vs SYK
-28.8%
+325.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.0% | -6.1% | -9.9% |
| 7D | +8.5% | -12.3% | +20.8% | -4.3% |
| 30D | -13.0% | -22.4% | +9.5% | -31.8% |
| 3M | -35.9% | -12.3% | -23.6% | -41.9% |
| 6M | +112.1% | -24.3% | +136.4% | +104.7% |
| YTD | +175.4% | -22.8% | +198.2% | +169.5% |
| All | +297.0% | -28.8% | +325.8% | +289.6% |
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