+184.8%
SOXL vs UAL
+136.8%
+48.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +3.2% |
| 7D | +18.4% | -1.1% | +19.5% | +19.7% |
| 30D | -3.2% | -13.4% | +10.3% | +13.3% |
| 3M | -37.6% | -2.3% | -35.3% | -34.4% |
| 6M | +136.1% | +13.3% | +122.7% | +111.6% |
| YTD | +199.5% | -4.2% | +203.7% | +218.4% |
| 1Y | +363.2% | +1.4% | +361.8% | +367.6% |
| 3Y | +496.5% | +125.8% | +370.7% | +141.9% |
| 5Y | +184.8% | +130.0% | +54.9% | +15.6% |
| All | +184.8% | +136.8% | +48.0% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling