+4,921.3%
SOXL vs WCC
+541.6%
+4,379.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.7% | +1.5% | +0.6% |
| 7D | +3.9% | +1.5% | +2.3% | +2.2% |
| 30D | -14.3% | -2.1% | -12.2% | -10.6% |
| 3M | -45.6% | +3.8% | -49.4% | -43.0% |
| 6M | +117.2% | +35.0% | +82.2% | +78.4% |
| YTD | +189.8% | +46.4% | +143.5% | +119.9% |
| 1Y | +317.7% | +63.0% | +254.8% | +185.6% |
| 3Y | +478.6% | +133.9% | +344.7% | +192.8% |
| 5Y | +169.5% | +226.5% | -57.0% | +10.6% |
| All | +4,921.3% | +541.6% | +4,379.6% | +955.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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