+357.4%
SOXL vs TGT
+84.5%
+272.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.3% | +9.6% | +9.9% |
| 7D | +5.3% | +0.8% | +4.6% | +5.4% |
| 30D | -11.2% | +12.2% | -23.4% | -10.8% |
| 3M | -55.4% | +33.8% | -89.1% | -57.7% |
| 6M | +107.1% | +39.3% | +67.8% | +90.7% |
| YTD | +179.0% | +72.9% | +106.2% | +116.7% |
| 1Y | +357.4% | +84.6% | +272.8% | +212.4% |
| All | +357.4% | +84.5% | +272.9% | +212.4% |
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