+317.7%
SOXL vs T
-6.8%
+324.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.0% | +3.2% | +8.8% |
| 7D | +3.9% | +1.5% | +2.4% | +6.7% |
| 30D | -14.3% | +7.5% | -21.8% | -1.5% |
| 3M | -45.6% | +14.8% | -60.4% | -24.0% |
| 6M | +117.2% | -1.7% | +118.9% | +151.6% |
| YTD | +189.8% | +8.7% | +181.2% | +277.9% |
| 1Y | +317.7% | -7.5% | +325.2% | +316.2% |
| All | +317.7% | -6.8% | +324.6% | +316.2% |
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