+304.9%
SOXL vs XLE
+52.5%
+252.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.5% | -8.6% |
| 7D | +8.5% | +0.5% | +8.0% | +8.9% |
| 30D | -13.0% | +6.6% | -19.5% | -7.5% |
| 3M | -35.9% | +12.3% | -48.2% | -25.6% |
| 6M | +112.1% | +18.4% | +93.7% | +133.3% |
| YTD | +175.4% | +47.2% | +128.2% | +167.9% |
| 1Y | +304.9% | +50.3% | +254.6% | +279.7% |
| All | +304.9% | +52.5% | +252.3% | +279.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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