+71.0%
SOXL price history and return analytics
+13.3%
+57.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.2% | +7.0% |
| 7D | -27.7% | -1.6% | -26.1% | -15.5% |
| 30D | -55.3% | -2.5% | -52.8% | -41.9% |
| 3M | -37.3% | -1.3% | -36.0% | -22.1% |
| 6M | -43.9% | +3.1% | -47.0% | -31.6% |
| YTD | +74.1% | +10.9% | +63.1% | +48.1% |
| All | +71.0% | +13.3% | +57.7% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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