+304.9%
SOXL vs USFD
+23.2%
+281.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.4% | -6.6% | -7.9% |
| 7D | +8.5% | -8.0% | +16.4% | +9.0% |
| 30D | -13.0% | -13.1% | +0.1% | -12.2% |
| 3M | -35.9% | +6.5% | -42.4% | -38.7% |
| 6M | +112.1% | +5.7% | +106.3% | +105.3% |
| YTD | +175.4% | +27.5% | +147.9% | +140.1% |
| 1Y | +304.9% | +23.4% | +281.4% | +221.3% |
| All | +304.9% | +23.2% | +281.7% | +221.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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