+9,612.4%
SOXL vs BAC
+288.8%
+9,323.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +1.0% | -12.0% | -12.4% |
| 7D | +26.9% | +3.2% | +23.6% | +21.9% |
| 30D | -47.2% | -0.7% | -46.5% | -45.2% |
| 3M | -59.9% | -20.0% | -39.9% | -44.2% |
| 6M | -68.3% | +3.4% | -71.7% | -69.4% |
| YTD | +38.8% | -5.7% | +44.6% | +52.7% |
| 1Y | +48.8% | -1.4% | +50.2% | +55.1% |
| 3Y | +196.5% | +97.9% | +98.6% | +34.9% |
| 5Y | -5.0% | +22.9% | -28.0% | -6.3% |
| 10Y | +1,914.5% | +235.3% | +1,679.2% | +643.4% |
| All | +9,612.4% | +288.8% | +9,323.6% | +5,161.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling