+20,848.2%
SOXL vs TGT
+377.7%
+20,470.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.3% | +5.3% |
| 7D | +18.4% | -3.6% | +21.9% | +22.6% |
| 30D | -3.2% | +4.4% | -7.6% | -9.1% |
| 3M | -37.6% | +25.4% | -63.0% | -54.3% |
| 6M | +136.1% | +33.4% | +102.7% | +60.6% |
| YTD | +199.5% | +65.6% | +133.9% | +56.5% |
| 1Y | +363.2% | +80.3% | +282.9% | +120.6% |
| 3Y | +496.5% | +42.1% | +454.3% | +226.6% |
| 5Y | +184.8% | -25.0% | +209.8% | +250.3% |
| 10Y | +5,399.0% | +208.2% | +5,190.8% | +1,492.4% |
| All | +20,848.2% | +377.7% | +20,470.5% | +3,187.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling