+357.4%
SOXL vs WDC
+441.9%
-84.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.9% | +4.0% | +3.0% |
| 7D | +5.3% | +1.7% | +3.6% | +3.3% |
| 30D | -11.2% | -10.0% | -1.2% | -2.2% |
| 3M | -55.4% | -18.8% | -36.6% | -37.6% |
| 6M | +107.1% | +79.0% | +28.1% | +43.4% |
| YTD | +179.0% | +171.6% | +7.5% | +34.4% |
| 1Y | +357.4% | +417.4% | -60.0% | +54.4% |
| All | +357.4% | +441.9% | -84.6% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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