+317.7%
SOXL vs V
+10.2%
+307.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.4% | +6.1% |
| 7D | +3.9% | -1.2% | +5.1% | +2.7% |
| 30D | -14.3% | +3.1% | -17.4% | -11.3% |
| 3M | -45.6% | +16.3% | -61.9% | -39.3% |
| 6M | +117.2% | +20.4% | +96.8% | +134.9% |
| YTD | +189.8% | +6.3% | +183.6% | +219.4% |
| 1Y | +317.7% | +8.7% | +309.0% | +360.5% |
| All | +317.7% | +10.2% | +307.5% | +360.5% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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