+4,671.5%
SOXL vs BAC
+399.7%
+4,271.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.2% | -7.9% | -7.8% |
| 7D | +8.5% | -0.3% | +8.7% | +8.9% |
| 30D | -13.0% | -1.8% | -11.2% | -11.4% |
| 3M | -35.9% | +15.3% | -51.2% | -49.7% |
| 6M | +112.1% | +30.2% | +81.9% | +38.8% |
| YTD | +175.4% | +15.6% | +159.9% | +114.2% |
| 1Y | +304.9% | +27.5% | +277.4% | +172.1% |
| 3Y | +448.6% | +137.0% | +311.5% | +57.5% |
| 5Y | +156.1% | +75.6% | +80.5% | +34.7% |
| All | +4,671.5% | +399.7% | +4,271.8% | +1,135.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling