+20,415.5%
SOXL vs WEC
+638.7%
+19,776.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +4.1% | +4.3% |
| 7D | +16.4% | +0.8% | +15.6% | +15.7% |
| 30D | -12.1% | +0.3% | -12.4% | -12.4% |
| 3M | -41.7% | -2.9% | -38.8% | -41.6% |
| 6M | +157.4% | -5.9% | +163.3% | +160.6% |
| YTD | +193.3% | +4.1% | +189.1% | +172.5% |
| 1Y | +355.3% | +3.1% | +352.2% | +320.8% |
| 3Y | +484.2% | +40.8% | +443.4% | +271.2% |
| 5Y | +182.7% | +31.7% | +151.0% | +87.3% |
| 10Y | +4,692.2% | +141.1% | +4,551.1% | +1,341.7% |
| All | +20,415.5% | +638.7% | +19,776.7% | +265.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling