+112.1%
SOXL vs VIVK
-98.0%
+210.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +2.4% | -10.4% | -8.0% |
| 7D | +8.5% | -9.5% | +17.9% | +8.3% |
| 30D | -13.0% | -35.1% | +22.2% | -13.8% |
| 3M | -35.9% | -93.4% | +57.4% | -37.9% |
| 6M | +112.1% | -98.0% | +210.0% | +106.1% |
| All | +112.1% | -98.0% | +210.0% | +106.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 6mo: compounded portfolio wealth divided by compounded VIVK 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…
6mo analysis · Full analysis span regression · 6 months rolling