+162.3%
SOXL vs TGT
-25.8%
+188.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.2% | +5.2% |
| 7D | +3.9% | -5.2% | +9.1% | +9.0% |
| 30D | -14.3% | +1.2% | -15.5% | -16.7% |
| 3M | -45.6% | +18.4% | -64.0% | -56.9% |
| 6M | +117.2% | +33.4% | +83.7% | +51.7% |
| YTD | +189.8% | +63.8% | +126.0% | +58.4% |
| 1Y | +317.7% | +77.2% | +240.6% | +109.9% |
| 3Y | +478.6% | +41.8% | +436.8% | +211.9% |
| All | +162.3% | -25.8% | +188.1% | +266.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling