+55.9%
SOXL vs UAL
+22.8%
+33.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +8.0% | -16.8% | -18.2% |
| 7D | -37.9% | +11.9% | -49.8% | -47.4% |
| 30D | -59.4% | +5.2% | -64.6% | -62.4% |
| 3M | -52.3% | -12.7% | -39.6% | -44.0% |
| 6M | -47.7% | +28.5% | -76.2% | -60.6% |
| YTD | +58.8% | +3.5% | +55.2% | +45.1% |
| 1Y | +55.9% | +27.5% | +28.4% | +4.9% |
| All | +55.9% | +22.8% | +33.1% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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