+357.4%
SOXL vs TAP
-14.5%
+371.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.2% | +10.0% | +9.7% |
| 7D | +5.3% | -2.3% | +7.7% | +2.6% |
| 30D | -11.2% | -2.1% | -9.1% | -12.6% |
| 3M | -55.4% | +6.6% | -62.0% | -50.1% |
| 6M | +107.1% | -11.5% | +118.6% | +108.0% |
| YTD | +179.0% | -10.3% | +189.3% | +189.2% |
| 1Y | +357.4% | -14.4% | +371.8% | +382.6% |
| All | +357.4% | -14.5% | +371.9% | +382.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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