+55.9%
SOXL vs WDC
+114.4%
-58.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -6.8% | -2.0% | -0.4% |
| 7D | -37.9% | -18.3% | -19.6% | -18.1% |
| 30D | -59.4% | -26.7% | -32.7% | -37.8% |
| 3M | -52.3% | -40.9% | -11.4% | -8.7% |
| 6M | -47.7% | -26.8% | -20.9% | -8.2% |
| YTD | +58.8% | +88.2% | -29.4% | +7.6% |
| 1Y | +55.9% | +113.2% | -57.3% | -6.6% |
| All | +55.9% | +114.4% | -58.5% | -6.6% |
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