+55.9%
SOXL vs USAR
-49.3%
+105.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.9% | -3.0% | -4.9% |
| 7D | -37.9% | -21.8% | -16.1% | -25.7% |
| 30D | -59.4% | -39.9% | -19.5% | -42.3% |
| 3M | -52.3% | -52.5% | +0.2% | -22.3% |
| 6M | -47.7% | -67.9% | +20.3% | +13.3% |
| YTD | +58.8% | -31.1% | +89.8% | +149.8% |
| 1Y | +55.9% | -49.8% | +105.7% | +175.5% |
| All | +55.9% | -49.3% | +105.2% | +175.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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