+449.8%
SOXL vs WEC
+39.2%
+410.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.8% | -7.3% | -8.7% |
| 7D | +8.5% | -1.3% | +9.7% | +7.2% |
| 30D | -13.0% | -0.4% | -12.6% | -13.2% |
| 3M | -35.9% | -6.8% | -29.1% | -39.1% |
| 6M | +112.1% | -6.4% | +118.4% | +104.2% |
| YTD | +175.4% | +2.5% | +172.9% | +183.1% |
| 1Y | +304.9% | -0.4% | +305.3% | +310.3% |
| All | +449.8% | +39.2% | +410.6% | +621.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling