+55.9%
SOXL vs TPR
+20.9%
+35.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.5% | -12.4% | -10.9% |
| 7D | -37.9% | +12.6% | -50.5% | -42.7% |
| 30D | -59.4% | +7.1% | -66.6% | -61.5% |
| 3M | -52.3% | -19.4% | -33.0% | -45.8% |
| 6M | -47.7% | -9.7% | -38.0% | -48.9% |
| YTD | +58.8% | -1.0% | +59.8% | +48.1% |
| 1Y | +55.9% | +19.3% | +36.6% | +20.1% |
| All | +55.9% | +20.9% | +35.0% | +20.1% |
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