+357.4%
SOXL vs TPR
+18.2%
+339.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.4% | +10.2% | +10.2% |
| 7D | +5.3% | -2.7% | +8.0% | +7.7% |
| 30D | -11.2% | -23.3% | +12.1% | +7.9% |
| 3M | -55.4% | -12.8% | -42.6% | -54.2% |
| 6M | +107.1% | -21.7% | +128.9% | +142.2% |
| YTD | +179.0% | -3.9% | +182.9% | +164.0% |
| 1Y | +357.4% | +16.9% | +340.5% | +270.0% |
| All | +357.4% | +18.2% | +339.2% | +270.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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