+20,415.5%
SOXL vs WCC
+1,025.1%
+19,390.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.5% | +2.6% | +1.9% |
| 7D | +16.4% | +8.5% | +7.9% | +5.2% |
| 30D | -12.1% | -1.0% | -11.1% | -9.9% |
| 3M | -41.7% | +2.1% | -43.8% | -37.1% |
| 6M | +157.4% | +36.8% | +120.6% | +105.6% |
| YTD | +193.3% | +47.7% | +145.6% | +116.4% |
| 1Y | +355.3% | +66.5% | +288.8% | +196.3% |
| 3Y | +484.2% | +134.2% | +350.0% | +181.3% |
| 5Y | +182.7% | +231.6% | -49.0% | +4.8% |
| 10Y | +4,692.2% | +508.1% | +4,184.1% | +710.8% |
| All | +20,415.5% | +1,025.1% | +19,390.3% | +1,412.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling