+357.4%
SOXL vs XME
+46.4%
+311.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +9.4% |
| 7D | +5.3% | -0.1% | +5.4% | +5.4% |
| 30D | -11.2% | +6.0% | -17.2% | -22.6% |
| 3M | -55.4% | -7.7% | -47.6% | -42.8% |
| 6M | +107.1% | +1.0% | +106.2% | +135.1% |
| YTD | +179.0% | +14.6% | +164.4% | +158.8% |
| 1Y | +357.4% | +46.0% | +311.4% | +224.6% |
| All | +357.4% | +46.4% | +311.0% | +224.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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