+357.4%
SOXL vs WFC
+13.8%
+343.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.9% | +9.0% | +9.3% |
| 7D | +5.3% | +3.8% | +1.6% | +3.0% |
| 30D | -11.2% | +1.5% | -12.7% | -12.0% |
| 3M | -55.4% | +10.9% | -66.2% | -58.7% |
| 6M | +107.1% | +8.4% | +98.7% | +93.4% |
| YTD | +179.0% | -1.9% | +180.9% | +185.0% |
| 1Y | +357.4% | +12.3% | +345.0% | +329.8% |
| All | +357.4% | +13.8% | +343.5% | +329.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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