+357.4%
SOXL vs BAC
+27.5%
+329.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.6% | +10.4% | +10.4% |
| 7D | +5.3% | +0.6% | +4.8% | +4.6% |
| 30D | -11.2% | -0.9% | -10.3% | -10.8% |
| 3M | -55.4% | +16.3% | -71.7% | -62.9% |
| 6M | +107.1% | +26.0% | +81.2% | +53.1% |
| YTD | +179.0% | +15.2% | +163.8% | +127.8% |
| 1Y | +357.4% | +26.5% | +330.8% | +236.9% |
| All | +357.4% | +27.5% | +329.9% | +236.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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