+156.1%
SOXL vs WEC
+30.3%
+125.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.8% | -7.3% | -8.1% |
| 7D | +8.5% | -1.3% | +9.7% | +8.4% |
| 30D | -13.0% | -0.4% | -12.6% | -13.0% |
| 3M | -35.9% | -6.8% | -29.1% | -36.2% |
| 6M | +112.1% | -6.4% | +118.4% | +110.8% |
| YTD | +175.4% | +2.5% | +172.9% | +170.9% |
| 1Y | +304.9% | -0.4% | +305.3% | +298.3% |
| 3Y | +448.6% | +38.5% | +410.0% | +376.0% |
| 5Y | +156.1% | +31.7% | +124.4% | +128.4% |
| All | +156.1% | +30.3% | +125.8% | +128.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling