+357.4%
SOXL vs USAR
+27.9%
+329.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.5% | +10.3% | +10.1% |
| 7D | +5.3% | -2.1% | +7.4% | +6.4% |
| 30D | -11.2% | +2.6% | -13.8% | -12.8% |
| 3M | -55.4% | -35.0% | -20.3% | -44.4% |
| 6M | +107.1% | -6.9% | +114.0% | +133.2% |
| YTD | +179.0% | +48.0% | +131.1% | +182.2% |
| 1Y | +357.4% | +24.8% | +332.6% | +373.3% |
| All | +357.4% | +27.9% | +329.5% | +373.3% |
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