+449.8%
SOXL vs SYK
-4.6%
+454.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.0% | -6.1% | -7.0% |
| 7D | +8.5% | -12.3% | +20.8% | +15.3% |
| 30D | -13.0% | -22.4% | +9.5% | -1.3% |
| 3M | -35.9% | -12.3% | -23.6% | -39.8% |
| 6M | +112.1% | -24.3% | +136.4% | +138.9% |
| YTD | +175.4% | -22.8% | +198.2% | +195.0% |
| 1Y | +304.9% | -28.8% | +333.7% | +385.0% |
| All | +449.8% | -4.6% | +454.4% | +440.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling