+19,418.6%
SOXL vs BA
+286.0%
+19,132.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.8% | +9.0% | +8.9% |
| 7D | +5.3% | +1.2% | +4.2% | +4.0% |
| 30D | -11.2% | -11.6% | +0.4% | +3.1% |
| 3M | -55.4% | -2.4% | -53.0% | -53.8% |
| 6M | +107.1% | -6.6% | +113.8% | +125.6% |
| YTD | +179.0% | -2.2% | +181.3% | +188.3% |
| 1Y | +357.4% | -8.0% | +365.4% | +407.6% |
| 3Y | +397.5% | -5.0% | +402.5% | +452.2% |
| 5Y | +155.9% | -2.7% | +158.6% | +210.3% |
| 10Y | +4,301.6% | +75.9% | +4,225.7% | +1,328.3% |
| All | +19,418.6% | +286.0% | +19,132.5% | +1,674.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling