+5,399.0%
SOXL vs BA
+70.0%
+5,329.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.2% | +4.3% |
| 7D | +18.4% | -1.2% | +19.5% | +19.8% |
| 30D | -3.2% | -11.3% | +8.2% | +10.2% |
| 3M | -37.6% | -3.8% | -33.8% | -34.9% |
| 6M | +136.1% | -8.3% | +144.3% | +163.8% |
| YTD | +199.5% | -4.9% | +204.4% | +219.0% |
| 1Y | +363.2% | -10.1% | +373.3% | +424.3% |
| 3Y | +496.5% | -2.3% | +498.8% | +545.6% |
| 5Y | +184.8% | -3.5% | +188.3% | +249.1% |
| 10Y | +5,399.0% | +74.6% | +5,324.4% | +4,813.8% |
| All | +5,399.0% | +70.0% | +5,329.0% | +4,813.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling