+4,921.3%
SOXL vs UAL
+112.5%
+4,808.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.1% | +2.1% | +2.5% |
| 7D | +3.9% | -1.4% | +5.3% | +5.0% |
| 30D | -14.3% | -12.2% | -2.1% | -4.0% |
| 3M | -45.6% | -2.5% | -43.1% | -43.7% |
| 6M | +117.2% | +21.1% | +96.1% | +91.5% |
| YTD | +189.8% | -1.8% | +191.6% | +203.4% |
| 1Y | +317.7% | +0.4% | +317.3% | +334.3% |
| 3Y | +478.6% | +130.3% | +348.3% | +213.4% |
| 5Y | +169.5% | +147.7% | +21.8% | +52.4% |
| All | +4,921.3% | +112.5% | +4,808.8% | +3,983.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling