+317.7%
SOXL vs WFC
+15.0%
+302.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +4.6% |
| 7D | +3.9% | +0.4% | +3.5% | +3.6% |
| 30D | -14.3% | +1.5% | -15.8% | -15.2% |
| 3M | -45.6% | +10.2% | -55.8% | -49.5% |
| 6M | +117.2% | +18.8% | +98.4% | +84.3% |
| YTD | +189.8% | -1.5% | +191.4% | +196.8% |
| 1Y | +317.7% | +13.5% | +304.2% | +285.2% |
| All | +317.7% | +15.0% | +302.7% | +285.2% |
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