+5,110.6%
SOXL vs TRU
+225.6%
+4,885.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.1% | -7.9% | -7.9% |
| 7D | +8.5% | -9.4% | +17.8% | +21.7% |
| 30D | -13.0% | -4.1% | -8.9% | -11.1% |
| 3M | -35.9% | +13.6% | -49.5% | -56.3% |
| 6M | +112.1% | +3.6% | +108.5% | +57.0% |
| YTD | +175.4% | -9.8% | +185.2% | +130.7% |
| 1Y | +304.9% | -13.6% | +318.5% | +243.2% |
| 3Y | +448.6% | -2.0% | +450.5% | +295.4% |
| 5Y | +156.1% | -35.8% | +191.9% | +364.7% |
| 10Y | +4,957.3% | +142.9% | +4,814.4% | +2,222.6% |
| All | +5,110.6% | +225.6% | +4,885.0% | +1,873.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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