+357.4%
SOXL vs WEC
+1.8%
+355.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.6% | +8.9% |
| 7D | +5.3% | -0.3% | +5.6% | +5.0% |
| 30D | -11.2% | -1.3% | -9.9% | -12.9% |
| 3M | -55.4% | -3.9% | -51.4% | -57.5% |
| 6M | +107.1% | -8.3% | +115.4% | +88.7% |
| YTD | +179.0% | +3.1% | +176.0% | +192.6% |
| 1Y | +357.4% | +1.9% | +355.4% | +376.1% |
| All | +357.4% | +1.8% | +355.6% | +376.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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