+317.7%
SOXL vs WDC
+362.5%
-44.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.0% | +8.2% | +8.7% |
| 7D | +3.9% | -4.3% | +8.2% | +9.3% |
| 30D | -14.3% | -1.5% | -12.8% | -12.9% |
| 3M | -45.6% | -15.5% | -30.1% | -30.5% |
| 6M | +117.2% | +66.5% | +50.7% | +61.3% |
| YTD | +189.8% | +159.9% | +30.0% | +46.7% |
| 1Y | +317.7% | +366.0% | -48.2% | +53.9% |
| All | +317.7% | +362.5% | -44.7% | +53.9% |
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