+478.6%
SOXL vs XOP
+36.3%
+442.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.1% | +5.1% |
| 7D | +3.9% | +2.6% | +1.2% | +1.3% |
| 30D | -14.3% | +9.6% | -23.9% | -22.2% |
| 3M | -45.6% | +20.4% | -66.0% | -56.7% |
| 6M | +117.2% | +19.9% | +97.3% | +56.3% |
| YTD | +189.8% | +56.4% | +133.4% | +31.8% |
| 1Y | +317.7% | +52.4% | +265.3% | +96.9% |
| 3Y | +478.6% | +39.9% | +438.7% | +200.9% |
| All | +478.6% | +36.3% | +442.4% | +200.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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