+196.5%
SOXL vs WMB
+121.9%
+74.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.5% | -10.5% | -10.4% |
| 7D | +26.9% | +7.8% | +19.0% | +16.9% |
| 30D | -47.2% | -5.1% | -42.1% | -41.2% |
| 3M | -59.9% | -4.7% | -55.1% | -55.7% |
| 6M | -68.3% | -7.4% | -60.9% | -64.5% |
| YTD | +38.8% | +17.5% | +21.4% | +15.0% |
| 1Y | +48.8% | +19.5% | +29.3% | +19.7% |
| 3Y | +196.5% | +121.3% | +75.2% | +99.1% |
| All | +196.5% | +121.9% | +74.6% | +99.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling