+112.1%
SOXL vs TRI
-10.9%
+123.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.3% | -6.7% | -9.8% |
| 7D | +8.5% | -14.4% | +22.8% | -11.4% |
| 30D | -13.0% | -8.1% | -4.9% | -20.5% |
| 3M | -35.9% | +17.5% | -53.5% | +3.4% |
| 6M | +112.1% | -5.0% | +117.0% | +149.2% |
| All | +112.1% | -10.9% | +123.0% | +149.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 6mo: compounded portfolio wealth divided by compounded TRI 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…
6mo analysis · Full analysis span regression · 6 months rolling