+178.5%
SOXL vs V
+66.0%
+112.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.7% |
| 7D | +18.4% | -2.9% | +21.3% | +23.8% |
| 30D | -3.2% | +1.9% | -5.0% | -8.1% |
| 3M | -37.6% | +13.2% | -50.8% | -55.2% |
| 6M | +136.1% | +16.7% | +119.3% | +49.2% |
| YTD | +199.5% | +5.4% | +194.1% | +129.9% |
| 1Y | +363.2% | +7.7% | +355.6% | +226.4% |
| 3Y | +496.5% | +52.0% | +444.5% | +103.6% |
| All | +178.5% | +66.0% | +112.5% | -14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling