+449.8%
SOXL vs UNP
+43.7%
+406.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.4% | -8.4% | -8.5% |
| 7D | +8.5% | -1.2% | +9.6% | +9.8% |
| 30D | -13.0% | -2.0% | -11.0% | -11.1% |
| 3M | -35.9% | +7.5% | -43.4% | -43.3% |
| 6M | +112.1% | +15.3% | +96.7% | +62.6% |
| YTD | +175.4% | +25.4% | +150.0% | +82.1% |
| 1Y | +304.9% | +35.6% | +269.3% | +131.3% |
| All | +449.8% | +43.7% | +406.2% | +206.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 3y: compounded portfolio wealth divided by compounded UNP 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…
3y analysis · Full analysis span regression · 6 months rolling