+357.4%
SOXL vs VLO
+143.4%
+214.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +9.9% |
| 7D | +5.3% | +5.2% | +0.1% | +6.1% |
| 30D | -11.2% | +22.6% | -33.8% | -8.3% |
| 3M | -55.4% | +43.8% | -99.1% | -52.4% |
| 6M | +107.1% | +65.7% | +41.4% | +116.6% |
| YTD | +179.0% | +131.1% | +47.9% | +145.1% |
| 1Y | +357.4% | +143.6% | +213.7% | +314.9% |
| All | +357.4% | +143.4% | +214.0% | +314.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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