+15,171.6%
SOXL vs TRGP
+2,246.2%
+12,925.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.2% | -8.2% | -8.2% |
| 7D | +8.5% | -0.6% | +9.0% | +8.8% |
| 30D | -13.0% | +10.0% | -22.9% | -19.5% |
| 3M | -35.9% | +7.6% | -43.5% | -40.8% |
| 6M | +112.1% | +26.8% | +85.3% | +71.3% |
| YTD | +175.4% | +60.6% | +114.9% | +88.3% |
| 1Y | +304.9% | +82.5% | +222.4% | +150.6% |
| 3Y | +448.6% | +265.0% | +183.5% | +131.8% |
| 5Y | +156.1% | +645.9% | -489.8% | -25.7% |
| 10Y | +4,957.3% | +850.6% | +4,106.7% | +926.0% |
| All | +15,171.6% | +2,246.2% | +12,925.4% | +674.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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