+196.5%
SOXL vs V
+77.7%
+118.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +1.3% | -12.3% | -11.9% |
| 7D | +26.9% | +0.9% | +25.9% | +26.0% |
| 30D | -47.2% | +9.0% | -56.2% | -50.2% |
| 3M | -59.9% | +16.7% | -76.6% | -64.6% |
| 6M | -68.3% | +33.4% | -101.7% | -77.7% |
| YTD | +38.8% | +22.4% | +16.5% | +10.1% |
| 1Y | +48.8% | +27.7% | +21.1% | +8.8% |
| 3Y | +196.5% | +78.0% | +118.5% | +7.1% |
| All | +196.5% | +77.7% | +118.8% | +7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling