+20,415.5%
SOXL vs BB
-89.5%
+20,505.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +2.9% | +3.8% |
| 7D | +16.4% | +0.5% | +15.9% | +16.0% |
| 30D | -12.1% | -12.4% | +0.3% | -4.8% |
| 3M | -41.7% | -15.3% | -26.4% | -34.8% |
| 6M | +157.4% | +128.8% | +28.6% | +64.6% |
| YTD | +193.3% | +107.7% | +85.6% | +98.3% |
| 1Y | +355.3% | +103.9% | +251.5% | +212.2% |
| 3Y | +484.2% | +72.6% | +411.6% | +321.8% |
| 5Y | +182.7% | -24.3% | +206.9% | +242.0% |
| 10Y | +4,692.2% | +3.1% | +4,689.1% | +3,356.4% |
| All | +20,415.5% | -89.5% | +20,505.0% | +64,887.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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