+55.9%
SOXL vs USB
+36.4%
+19.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.9% | -10.7% | -10.0% |
| 7D | -37.9% | +2.4% | -40.3% | -38.7% |
| 30D | -59.4% | +6.6% | -66.0% | -61.3% |
| 3M | -52.3% | -4.1% | -48.2% | -50.4% |
| 6M | -47.7% | +12.5% | -60.2% | -55.1% |
| YTD | +58.8% | +17.6% | +41.1% | +17.0% |
| 1Y | +55.9% | +36.5% | +19.4% | -13.3% |
| All | +55.9% | +36.4% | +19.5% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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