+449.8%
SOXL vs VLO
+192.7%
+257.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.9% | -7.1% | -7.4% |
| 7D | +8.5% | +4.0% | +4.5% | +5.9% |
| 30D | -13.0% | +19.0% | -32.0% | -22.4% |
| 3M | -35.9% | +50.0% | -85.9% | -52.0% |
| 6M | +112.1% | +79.1% | +32.9% | +29.1% |
| YTD | +175.4% | +140.3% | +35.2% | +20.7% |
| 1Y | +304.9% | +148.3% | +156.5% | +70.0% |
| All | +449.8% | +192.7% | +257.1% | +74.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling