+196.5%
SOXL vs U
+99.9%
+96.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +5.2% | -16.2% | -13.8% |
| 7D | +26.9% | +2.6% | +24.3% | +24.4% |
| 30D | -47.2% | +27.6% | -74.8% | -56.6% |
| 3M | -59.9% | +15.3% | -75.2% | -65.1% |
| 6M | -68.3% | +96.4% | -164.7% | -80.2% |
| YTD | +38.8% | +19.6% | +19.3% | +8.6% |
| 1Y | +48.8% | +42.1% | +6.7% | +4.7% |
| 3Y | +196.5% | +87.5% | +109.0% | +72.3% |
| All | +196.5% | +99.9% | +96.6% | +72.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling