+357.4%
SOXL vs WMB
+31.9%
+325.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.1% | +9.7% | +9.8% |
| 7D | +5.3% | +0.6% | +4.8% | +5.1% |
| 30D | -11.2% | +3.3% | -14.5% | -12.6% |
| 3M | -55.4% | +3.1% | -58.5% | -56.0% |
| 6M | +107.1% | -0.7% | +107.8% | +103.1% |
| YTD | +179.0% | +25.2% | +153.9% | +146.8% |
| 1Y | +357.4% | +32.9% | +324.5% | +285.4% |
| All | +357.4% | +31.9% | +325.5% | +285.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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