+4,921.3%
SOXL vs TRV
+306.9%
+4,614.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.1% | +3.2% | +3.2% |
| 7D | +3.9% | +1.9% | +1.9% | +1.9% |
| 30D | -14.3% | +1.7% | -16.0% | -16.3% |
| 3M | -45.6% | +23.9% | -69.5% | -59.5% |
| 6M | +117.2% | +26.3% | +90.9% | +52.0% |
| YTD | +189.8% | +30.8% | +159.0% | +91.2% |
| 1Y | +317.7% | +36.3% | +281.4% | +156.0% |
| 3Y | +478.6% | +145.0% | +333.6% | +50.0% |
| 5Y | +169.5% | +163.9% | +5.6% | -38.6% |
| All | +4,921.3% | +306.9% | +4,614.4% | +812.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 10y: compounded portfolio wealth divided by compounded TRV 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…
10y analysis · Full analysis span regression · 6 months rolling