+162.3%
SOXL vs TRMB
-39.0%
+201.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.4% | +3.8% | +2.6% |
| 7D | +3.9% | -3.0% | +6.9% | +9.6% |
| 30D | -14.3% | +2.3% | -16.6% | -20.3% |
| 3M | -45.6% | +15.3% | -60.9% | -64.8% |
| 6M | +117.2% | -14.7% | +131.9% | +148.9% |
| YTD | +189.8% | -26.4% | +216.2% | +328.6% |
| 1Y | +317.7% | -30.4% | +348.1% | +621.8% |
| 3Y | +478.6% | +13.5% | +465.1% | +328.1% |
| All | +162.3% | -39.0% | +201.3% | +960.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 5y: compounded portfolio wealth divided by compounded TRMB 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…
5y analysis · Full analysis span regression · 6 months rolling