+1,948.9%
SOXL vs BA
+24.8%
+1,924.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | 0.0% | -11.0% | -11.0% |
| 7D | +26.9% | -1.1% | +28.0% | +28.3% |
| 30D | -47.2% | -7.1% | -40.1% | -43.5% |
| 3M | -59.9% | -25.5% | -34.3% | -45.5% |
| 6M | -68.3% | -28.7% | -39.6% | -55.2% |
| YTD | +38.8% | -21.0% | +59.9% | +78.3% |
| 1Y | +48.8% | -11.9% | +60.7% | +69.1% |
| 3Y | +196.5% | -16.2% | +212.7% | +272.9% |
| 5Y | -5.0% | -22.4% | +17.3% | +44.8% |
| All | +1,948.9% | +24.8% | +1,924.1% | +2,872.9% |
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