+357.4%
SOXL vs T
-7.8%
+365.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.9% | +11.8% | +6.4% |
| 7D | +5.3% | -1.3% | +6.6% | +3.3% |
| 30D | -11.2% | +11.4% | -22.6% | +8.0% |
| 3M | -55.4% | +14.3% | -69.6% | -38.2% |
| 6M | +107.1% | -9.3% | +116.4% | +114.9% |
| YTD | +179.0% | +7.1% | +171.9% | +254.0% |
| 1Y | +357.4% | -9.1% | +366.5% | +387.5% |
| All | +357.4% | -7.8% | +365.2% | +387.5% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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