+449.8%
SOXL vs WCC
+121.8%
+328.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.2% | -4.8% | -3.0% |
| 7D | +8.5% | +1.7% | +6.8% | +6.2% |
| 30D | -13.0% | -6.1% | -6.9% | -2.7% |
| 3M | -35.9% | +3.1% | -39.0% | -31.7% |
| 6M | +112.1% | +28.2% | +83.8% | +78.1% |
| YTD | +175.4% | +41.1% | +134.3% | +105.7% |
| 1Y | +304.9% | +61.3% | +243.6% | +157.4% |
| All | +449.8% | +121.8% | +328.0% | +129.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling