+162.3%
SOXL vs BBAI
-70.8%
+233.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.8% | +3.5% | +5.0% |
| 7D | +3.9% | -1.7% | +5.6% | +4.1% |
| 30D | -14.3% | -12.0% | -2.3% | -13.1% |
| 3M | -45.6% | -30.7% | -14.9% | -43.2% |
| 6M | +117.2% | -30.7% | +147.9% | +127.9% |
| YTD | +189.8% | -46.9% | +236.7% | +211.0% |
| 1Y | +317.7% | -41.1% | +358.8% | +344.5% |
| 3Y | +478.6% | +65.9% | +412.7% | +463.9% |
| All | +162.3% | -70.8% | +233.1% | +164.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 5y: compounded portfolio wealth divided by compounded BBAI 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…
5y analysis · Full analysis span regression · 6 months rolling