+357.4%
SOXL vs UAL
+5.0%
+352.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.5% | +7.4% | +6.9% |
| 7D | +5.3% | +0.7% | +4.6% | +4.5% |
| 30D | -11.2% | -16.1% | +4.9% | +9.8% |
| 3M | -55.4% | +6.1% | -61.5% | -57.2% |
| 6M | +107.1% | +10.8% | +96.3% | +85.7% |
| YTD | +179.0% | -0.4% | +179.4% | +173.6% |
| 1Y | +357.4% | +5.0% | +352.3% | +300.8% |
| All | +357.4% | +5.0% | +352.4% | +300.8% |
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