+55.9%
SOXL vs WFC
+2.7%
+53.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.2% | -11.0% | -9.9% |
| 7D | -37.9% | +4.5% | -42.4% | -39.3% |
| 30D | -59.4% | +7.4% | -66.8% | -61.2% |
| 3M | -52.3% | -0.5% | -51.8% | -52.0% |
| 6M | -47.7% | +11.7% | -59.4% | -53.1% |
| YTD | +58.8% | -4.6% | +63.4% | +71.6% |
| 1Y | +55.9% | +2.5% | +53.4% | +32.7% |
| All | +55.9% | +2.7% | +53.2% | +32.7% |
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