+357.4%
SOXL vs XLRE
+9.1%
+348.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.6% | +9.5% |
| 7D | +5.3% | -1.2% | +6.6% | +4.7% |
| 30D | -11.2% | -2.8% | -8.4% | -12.5% |
| 3M | -55.4% | -0.2% | -55.2% | -57.3% |
| 6M | +107.1% | +1.9% | +105.2% | +87.5% |
| YTD | +179.0% | +10.6% | +168.5% | +141.6% |
| 1Y | +357.4% | +8.8% | +348.5% | +285.2% |
| All | +357.4% | +9.1% | +348.2% | +285.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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