+317.7%
SOXL vs BAC
+27.7%
+290.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.0% |
| 7D | +3.9% | 0.0% | +3.9% | +3.9% |
| 30D | -14.3% | -2.8% | -11.5% | -11.9% |
| 3M | -45.6% | +14.2% | -59.8% | -53.9% |
| 6M | +117.2% | +30.5% | +86.6% | +52.6% |
| YTD | +189.8% | +15.8% | +174.0% | +134.4% |
| 1Y | +317.7% | +26.2% | +291.6% | +198.2% |
| All | +317.7% | +27.7% | +290.0% | +198.2% |
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