+733.0%
SOXL vs U
-41.4%
+774.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.5% | +0.7% | +2.4% |
| 7D | +3.9% | +5.5% | -1.6% | +0.5% |
| 30D | -14.3% | -1.3% | -13.0% | -14.1% |
| 3M | -45.6% | +64.6% | -110.2% | -61.6% |
| 6M | +117.2% | +119.4% | -2.2% | +24.6% |
| YTD | +189.8% | -0.5% | +190.3% | +154.0% |
| 1Y | +317.7% | +1.3% | +316.5% | +264.6% |
| 3Y | +478.6% | +15.6% | +463.0% | +315.8% |
| 5Y | +169.5% | -67.5% | +237.0% | +291.9% |
| All | +733.0% | -41.4% | +774.4% | +791.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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