+357.4%
SOXL vs BAX
+9.9%
+347.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.0% | +8.9% | +9.6% |
| 7D | +5.3% | -1.1% | +6.5% | +5.7% |
| 30D | -11.2% | -5.5% | -5.7% | -10.0% |
| 3M | -55.4% | +33.5% | -88.9% | -60.6% |
| 6M | +107.1% | +35.9% | +71.3% | +76.5% |
| YTD | +179.0% | +35.4% | +143.7% | +141.3% |
| 1Y | +357.4% | +9.8% | +347.6% | +328.6% |
| All | +357.4% | +9.9% | +347.4% | +328.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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