+10,813.1%
SOXL vs BA
+212.0%
+10,601.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +1.0% | +1.3% |
| 7D | +60.3% | -0.6% | +60.9% | +61.4% |
| 30D | -48.6% | -8.0% | -40.6% | -43.9% |
| 3M | -53.9% | -25.8% | -28.1% | -35.1% |
| 6M | -62.0% | -27.6% | -34.4% | -45.5% |
| YTD | +56.0% | -21.0% | +77.0% | +104.3% |
| 1Y | +50.0% | -12.3% | +62.3% | +72.3% |
| 3Y | +223.8% | -12.8% | +236.5% | +288.2% |
| 5Y | +6.7% | -22.4% | +29.1% | +66.9% |
| 10Y | +2,163.6% | +24.6% | +2,139.0% | +1,077.5% |
| All | +10,813.1% | +212.0% | +10,601.1% | +1,157.2% |
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