+357.4%
SOXL vs XYZ
+9.3%
+348.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.6% | +10.4% |
| 7D | +5.3% | -1.0% | +6.3% | +5.9% |
| 30D | -11.2% | -1.7% | -9.5% | -10.5% |
| 3M | -55.4% | +16.7% | -72.1% | -60.6% |
| 6M | +107.1% | +26.9% | +80.3% | +70.9% |
| YTD | +179.0% | +27.1% | +151.9% | +137.7% |
| 1Y | +357.4% | +9.3% | +348.1% | +403.6% |
| All | +357.4% | +9.3% | +348.1% | +403.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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