+357.4%
SOXL vs USB
+35.1%
+322.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.3% | +10.1% | +10.1% |
| 7D | +5.3% | +1.4% | +3.9% | +3.9% |
| 30D | -11.2% | -1.3% | -9.9% | -10.1% |
| 3M | -55.4% | +15.2% | -70.6% | -62.5% |
| 6M | +107.1% | +18.8% | +88.3% | +65.0% |
| YTD | +179.0% | +21.0% | +158.0% | +111.5% |
| 1Y | +357.4% | +34.0% | +323.3% | +193.8% |
| All | +357.4% | +35.1% | +322.2% | +193.8% |
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