+55.9%
SOXL vs UL
+1.7%
+54.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.3% | -12.1% | -3.5% |
| 7D | -37.9% | +4.7% | -42.5% | -31.9% |
| 30D | -59.4% | +11.6% | -71.0% | -50.3% |
| 3M | -52.3% | +5.3% | -57.6% | -44.7% |
| 6M | -47.7% | +16.0% | -63.7% | -29.1% |
| YTD | +58.8% | +5.0% | +53.8% | +115.0% |
| 1Y | +55.9% | +1.1% | +54.8% | +106.9% |
| All | +55.9% | +1.7% | +54.2% | +106.9% |
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