+20,415.5%
SOXL vs WDC
+2,017.4%
+18,398.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.1% | +3.0% | +2.4% |
| 7D | +16.4% | +6.0% | +10.4% | +8.3% |
| 30D | -12.1% | +9.9% | -22.0% | -22.5% |
| 3M | -41.7% | -9.4% | -32.3% | -31.1% |
| 6M | +157.4% | +94.7% | +62.7% | +26.3% |
| YTD | +193.3% | +177.4% | +15.9% | -13.3% |
| 1Y | +355.3% | +412.6% | -57.2% | -42.0% |
| 3Y | +484.2% | +1,359.8% | -875.6% | -75.3% |
| 5Y | +182.7% | +992.6% | -809.9% | -77.7% |
| 10Y | +4,692.2% | +1,245.5% | +3,446.7% | +300.8% |
| All | +20,415.5% | +2,017.4% | +18,398.0% | +1,150.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling