+357.4%
SOXL vs ULTA
+6.6%
+350.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.3% | +8.6% | +9.5% |
| 7D | +5.3% | +9.0% | -3.7% | +2.5% |
| 30D | -11.2% | +4.6% | -15.8% | -12.0% |
| 3M | -55.4% | +22.0% | -77.3% | -59.0% |
| 6M | +107.1% | -14.7% | +121.8% | +131.3% |
| YTD | +179.0% | -6.8% | +185.8% | +193.4% |
| 1Y | +357.4% | +6.5% | +350.8% | +383.6% |
| All | +357.4% | +6.6% | +350.7% | +383.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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