+357.4%
SOXL vs BABA
-14.2%
+371.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.3% | +8.6% | +8.8% |
| 7D | +5.3% | -4.8% | +10.1% | +9.8% |
| 30D | -11.2% | -11.9% | +0.7% | -2.8% |
| 3M | -55.4% | -9.3% | -46.1% | -51.4% |
| 6M | +107.1% | -14.2% | +121.4% | +139.7% |
| YTD | +179.0% | -22.0% | +201.1% | +255.8% |
| 1Y | +357.4% | -12.7% | +370.1% | +634.3% |
| All | +357.4% | -14.2% | +371.5% | +634.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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