+55.9%
SOXL vs BABA
-34.7%
+90.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.9% | -13.7% | -12.8% |
| 7D | -37.9% | +4.3% | -42.2% | -40.3% |
| 30D | -59.4% | -5.0% | -54.4% | -57.7% |
| 3M | -52.3% | -18.4% | -33.9% | -44.4% |
| 6M | -47.7% | -20.3% | -27.4% | -34.5% |
| YTD | +58.8% | -27.5% | +86.3% | +120.1% |
| 1Y | +55.9% | -35.3% | +91.2% | +133.9% |
| All | +55.9% | -34.7% | +90.5% | +133.9% |
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