+7,555.7%
SOXL vs USB
+298.9%
+7,256.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -0.5% | +13.0% | +13.2% |
| 7D | -40.3% | 0.0% | -40.3% | -39.8% |
| 30D | -71.1% | +5.8% | -76.9% | -73.6% |
| 3M | -65.2% | -6.0% | -59.3% | -62.3% |
| 6M | -72.3% | +7.8% | -80.0% | -76.7% |
| YTD | +9.4% | +14.6% | -5.1% | -15.6% |
| 1Y | +7.0% | +31.8% | -24.8% | -33.4% |
| 3Y | +156.4% | +91.5% | +64.9% | 0.0% |
| 5Y | -22.2% | +22.0% | -44.2% | -37.6% |
| 10Y | +1,682.4% | +96.1% | +1,586.4% | +558.4% |
| All | +7,555.7% | +298.9% | +7,256.8% | +1,210.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling