+55.9%
SOXL vs BA
-12.3%
+68.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.1% | -10.9% | -10.7% |
| 7D | -37.9% | +5.9% | -43.8% | -41.4% |
| 30D | -59.4% | -8.2% | -51.3% | -56.6% |
| 3M | -52.3% | -25.4% | -26.9% | -35.9% |
| 6M | -47.7% | -20.0% | -27.7% | -34.7% |
| YTD | +58.8% | -18.5% | +77.2% | +80.0% |
| 1Y | +55.9% | -10.6% | +66.5% | +63.1% |
| All | +55.9% | -12.3% | +68.2% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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