+112.1%
SOXL vs TROW
+21.8%
+90.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.2% | -7.9% | -7.8% |
| 7D | +8.5% | -3.0% | +11.5% | +12.2% |
| 30D | -13.0% | -5.5% | -7.5% | -7.3% |
| 3M | -35.9% | +2.3% | -38.2% | -45.4% |
| 6M | +112.1% | +23.9% | +88.1% | +9.1% |
| All | +112.1% | +21.8% | +90.2% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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