+25.1%
SOXL vs USB
+33.5%
-8.4%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +2.5% | +19.7% | +20.1% |
| 7D | -17.6% | +0.8% | -18.3% | -17.1% |
| 30D | -59.8% | +6.8% | -66.6% | -61.3% |
| 3M | -59.9% | -3.8% | -56.1% | -58.0% |
| 6M | -68.2% | +11.7% | -80.0% | -72.3% |
| YTD | +33.8% | +17.5% | +16.3% | 0.0% |
| All | +25.1% | +33.5% | -8.4% | -24.9% |
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