+357.4%
SOXL vs UL
-8.6%
+366.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.1% | +9.9% | +9.8% |
| 7D | +5.3% | -1.3% | +6.7% | +3.4% |
| 30D | -11.2% | +0.5% | -11.7% | -9.6% |
| 3M | -55.4% | +17.6% | -73.0% | -44.8% |
| 6M | +107.1% | -5.4% | +112.5% | +122.6% |
| YTD | +179.0% | +0.7% | +178.3% | +229.7% |
| 1Y | +357.4% | -9.3% | +366.6% | +455.8% |
| All | +357.4% | -8.6% | +366.0% | +455.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling