+357.4%
SOXL vs TXN
+44.3%
+313.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.8% | +8.1% | +6.2% |
| 7D | +5.3% | -0.1% | +5.4% | +5.8% |
| 30D | -11.2% | -6.9% | -4.3% | +4.5% |
| 3M | -55.4% | -14.9% | -40.4% | -25.7% |
| 6M | +107.1% | +29.0% | +78.1% | +85.6% |
| YTD | +179.0% | +51.5% | +127.6% | +85.8% |
| 1Y | +357.4% | +41.6% | +315.8% | +242.9% |
| All | +357.4% | +44.3% | +313.1% | +242.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TXN.
Daily Out/Under-Performance
Portfolio return minus TXN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXN 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 1y: compounded portfolio wealth divided by compounded TXN 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…
1y analysis · Full analysis span regression · 6 months rolling