+55.9%
SOXL vs WCN
+16.1%
+39.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.8% | -11.6% | -3.6% |
| 7D | -37.9% | +6.7% | -44.6% | -28.6% |
| 30D | -59.4% | +24.3% | -83.7% | -36.3% |
| 3M | -52.3% | +16.1% | -68.4% | -33.1% |
| 6M | -47.7% | +19.9% | -67.6% | -16.4% |
| YTD | +58.8% | +10.1% | +48.7% | +151.2% |
| 1Y | +55.9% | +14.4% | +41.5% | +159.7% |
| All | +55.9% | +16.1% | +39.8% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling