+196.5%
SOXL vs UAL
+189.3%
+7.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -1.7% | -9.3% | -9.1% |
| 7D | +26.9% | -3.0% | +29.9% | +31.7% |
| 30D | -47.2% | +10.5% | -57.7% | -52.1% |
| 3M | -59.9% | -13.5% | -46.4% | -51.8% |
| 6M | -68.3% | +14.2% | -82.5% | -71.2% |
| YTD | +38.8% | -2.2% | +41.1% | +48.5% |
| 1Y | +48.8% | +12.5% | +36.3% | +38.9% |
| 3Y | +196.5% | +186.8% | +9.7% | +32.0% |
| All | +196.5% | +189.3% | +7.2% | +32.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling