+1,078.2%
SOXL vs UBER
+70.6%
+1,007.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.2% | +6.5% | +6.5% |
| 7D | +3.9% | -5.4% | +9.3% | +9.0% |
| 30D | -14.3% | -4.9% | -9.4% | -11.7% |
| 3M | -45.6% | +3.0% | -48.7% | -51.5% |
| 6M | +117.2% | -4.4% | +121.6% | +109.5% |
| YTD | +189.8% | -12.3% | +202.1% | +202.9% |
| 1Y | +317.7% | -24.3% | +342.0% | +417.5% |
| 3Y | +478.6% | +46.4% | +432.2% | +304.4% |
| 5Y | +169.5% | +79.7% | +89.8% | +61.6% |
| All | +1,078.2% | +70.6% | +1,007.5% | +708.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 UBER 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