+297.0%
SOXL vs WMB
+28.2%
+268.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.1% | -4.9% | -6.8% |
| 7D | +8.5% | -1.7% | +10.1% | +9.4% |
| 30D | -13.0% | +0.7% | -13.7% | -13.2% |
| 3M | -35.9% | +1.5% | -37.4% | -36.4% |
| 6M | +112.1% | +0.1% | +112.0% | +106.7% |
| YTD | +175.4% | +22.9% | +152.5% | +146.2% |
| All | +297.0% | +28.2% | +268.8% | +270.1% |
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