+4,921.3%
SOXL vs VLO
+946.8%
+3,974.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.3% | +3.9% | +4.2% |
| 7D | +3.9% | +5.3% | -1.4% | -0.3% |
| 30D | -14.3% | +18.2% | -32.5% | -25.5% |
| 3M | -45.6% | +53.3% | -99.0% | -62.8% |
| 6M | +117.2% | +70.4% | +46.8% | +28.4% |
| YTD | +189.8% | +143.4% | +46.5% | +21.3% |
| 1Y | +317.7% | +153.0% | +164.7% | +68.7% |
| 3Y | +478.6% | +195.0% | +283.7% | +107.6% |
| 5Y | +169.5% | +618.8% | -449.3% | -59.3% |
| All | +4,921.3% | +946.8% | +3,974.5% | +672.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling