+478.6%
SOXL vs XOM
+57.7%
+421.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.8% | +5.2% |
| 7D | +3.9% | +4.1% | -0.2% | +3.7% |
| 30D | -14.3% | +4.6% | -18.9% | -14.5% |
| 3M | -45.6% | +14.0% | -59.6% | -46.1% |
| 6M | +117.2% | +11.0% | +106.2% | +106.7% |
| YTD | +189.8% | +40.7% | +149.1% | +129.3% |
| 1Y | +317.7% | +52.3% | +265.4% | +206.9% |
| 3Y | +478.6% | +60.5% | +418.2% | +332.0% |
| All | +478.6% | +57.7% | +421.0% | +332.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling