+112.1%
SOXL vs XOM
+12.2%
+99.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.6% | -8.6% | -6.8% |
| 7D | +8.5% | +1.9% | +6.6% | +12.7% |
| 30D | -13.0% | +4.1% | -17.0% | -4.7% |
| 3M | -35.9% | +10.4% | -46.3% | -12.7% |
| 6M | +112.1% | +13.0% | +99.0% | +210.8% |
| All | +112.1% | +12.2% | +99.9% | +210.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling