+357.4%
SOXL vs WMT
+8.1%
+349.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.2% | +11.1% | +8.9% |
| 7D | +5.3% | +3.9% | +1.4% | +8.7% |
| 30D | -11.2% | -4.4% | -6.8% | -13.3% |
| 3M | -55.4% | -8.8% | -46.6% | -56.5% |
| 6M | +107.1% | -15.6% | +122.8% | +93.6% |
| YTD | +179.0% | -3.2% | +182.3% | +197.7% |
| 1Y | +357.4% | +7.0% | +350.3% | +487.3% |
| All | +357.4% | +8.1% | +349.2% | +487.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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