+55.9%
SOXL vs XOM
+53.6%
+2.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.6% | -4.2% | -15.1% |
| 7D | -37.9% | -7.0% | -30.9% | -43.9% |
| 30D | -59.4% | +3.2% | -62.6% | -56.6% |
| 3M | -52.3% | +10.7% | -63.0% | -42.6% |
| 6M | -47.7% | +11.6% | -59.3% | -31.8% |
| YTD | +58.8% | +43.5% | +15.3% | +126.5% |
| 1Y | +55.9% | +52.6% | +3.3% | +146.4% |
| All | +55.9% | +53.6% | +2.3% | +146.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 XOM 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