+478.6%
SOXL vs WBD
+145.7%
+332.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.6% | +5.8% | +5.6% |
| 7D | +3.9% | -0.7% | +4.6% | +4.2% |
| 30D | -14.3% | +1.4% | -15.7% | -15.4% |
| 3M | -45.6% | +4.4% | -50.0% | -47.4% |
| 6M | +117.2% | +0.8% | +116.4% | +117.9% |
| YTD | +189.8% | -2.7% | +192.5% | +197.6% |
| 1Y | +317.7% | +73.4% | +244.3% | +196.7% |
| 3Y | +478.6% | +142.1% | +336.5% | +185.2% |
| All | +478.6% | +145.7% | +332.9% | +185.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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