+136.1%
SOXL vs WCC
+38.2%
+97.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +4.9% |
| 7D | +18.4% | +6.8% | +11.5% | +2.7% |
| 30D | -3.2% | -3.0% | -0.2% | +4.5% |
| 3M | -37.6% | +0.2% | -37.8% | -30.9% |
| 6M | +136.1% | +33.2% | +102.9% | +72.1% |
| All | +136.1% | +38.2% | +97.9% | +72.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling