+55.9%
SOXL vs TGT
+86.7%
-30.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.6% | -14.4% | -5.8% |
| 7D | -37.9% | +9.5% | -47.4% | -34.5% |
| 30D | -59.4% | +6.6% | -66.0% | -57.3% |
| 3M | -52.3% | +11.0% | -63.3% | -49.3% |
| 6M | -47.7% | +29.9% | -77.5% | -44.6% |
| YTD | +58.8% | +71.4% | -12.7% | +51.3% |
| 1Y | +55.9% | +88.6% | -32.7% | +36.7% |
| All | +55.9% | +86.7% | -30.8% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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