+3,509.6%
SOXL vs BABA
+8.2%
+3,501.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.1% | +6.3% | +5.6% |
| 7D | +60.3% | -12.7% | +73.0% | +79.2% |
| 30D | -48.6% | -14.9% | -33.8% | -42.4% |
| 3M | -53.9% | -24.6% | -29.2% | -43.2% |
| 6M | -62.0% | -29.3% | -32.6% | -50.6% |
| YTD | +56.0% | -35.0% | +91.0% | +122.1% |
| 1Y | +50.0% | -39.7% | +89.7% | +128.9% |
| 3Y | +223.8% | +21.2% | +202.6% | +135.2% |
| 5Y | +6.7% | -39.9% | +46.6% | +36.8% |
| 10Y | +2,163.6% | +7.8% | +2,155.8% | +2,017.8% |
| All | +3,509.6% | +8.2% | +3,501.5% | +2,649.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling