+20,415.5%
SOXL vs UEC
+230.3%
+20,185.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.0% | +2.1% | +3.7% |
| 7D | +16.4% | +2.6% | +13.8% | +15.1% |
| 30D | -12.1% | +5.6% | -17.7% | -14.9% |
| 3M | -41.7% | -5.7% | -36.0% | -39.0% |
| 6M | +157.4% | -8.0% | +165.4% | +177.1% |
| YTD | +193.3% | +1.8% | +191.5% | +202.4% |
| 1Y | +355.3% | +0.6% | +354.7% | +359.7% |
| 3Y | +484.2% | +155.2% | +329.0% | +282.6% |
| 5Y | +182.7% | +305.8% | -123.1% | +45.5% |
| 10Y | +4,692.2% | +943.0% | +3,749.3% | +1,255.5% |
| All | +20,415.5% | +230.3% | +20,185.2% | +4,892.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 all: compounded portfolio wealth divided by compounded UEC 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…
all analysis · Full analysis span regression · 6 months rolling