+271.4%
SOXL vs VIK
+225.3%
+46.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.4% | +5.5% | +7.2% |
| 7D | +18.4% | -0.8% | +19.2% | +19.5% |
| 30D | -3.2% | -18.0% | +14.9% | +28.6% |
| 3M | -37.6% | -5.8% | -31.8% | -30.0% |
| 6M | +136.1% | +17.2% | +118.9% | +90.4% |
| YTD | +199.5% | +19.1% | +180.3% | +131.8% |
| 1Y | +363.2% | +33.6% | +329.6% | +193.0% |
| All | +271.4% | +225.3% | +46.0% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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