+20,848.2%
SOXL vs UL
+227.5%
+20,620.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +4.1% |
| 7D | +18.4% | -3.2% | +21.6% | +23.0% |
| 30D | -3.2% | -0.6% | -2.6% | -3.8% |
| 3M | -37.6% | +9.4% | -47.0% | -49.9% |
| 6M | +136.1% | -4.1% | +140.2% | +117.9% |
| YTD | +199.5% | -2.0% | +201.5% | +164.1% |
| 1Y | +363.2% | -9.0% | +372.2% | +333.0% |
| 3Y | +496.5% | +21.8% | +474.7% | +212.4% |
| 5Y | +184.8% | +20.6% | +164.2% | +50.1% |
| 10Y | +5,399.0% | +67.7% | +5,331.3% | +1,628.7% |
| All | +20,848.2% | +227.5% | +20,620.7% | +1,805.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling