+497.9%
SOXL vs BABA
+29.6%
+468.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +5.0% | +4.4% |
| 7D | +18.4% | -2.2% | +20.5% | +20.3% |
| 30D | -3.2% | -17.3% | +14.1% | +10.6% |
| 3M | -37.6% | -7.8% | -29.8% | -35.5% |
| 6M | +136.1% | -16.8% | +152.8% | +172.3% |
| YTD | +199.5% | -24.7% | +224.2% | +275.1% |
| 1Y | +363.2% | -24.9% | +388.2% | +490.5% |
| All | +497.9% | +29.6% | +468.3% | +381.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling