+182.3%
SOXL vs BBAI
-70.8%
+253.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +16.4% | -1.0% | +17.4% | +16.5% |
| 30D | -12.1% | -10.7% | -1.4% | -11.0% |
| 3M | -41.7% | -32.3% | -9.4% | -38.9% |
| 6M | +157.4% | -31.3% | +188.7% | +170.1% |
| YTD | +193.3% | -45.9% | +239.2% | +214.1% |
| 1Y | +355.3% | -40.0% | +395.4% | +383.6% |
| 3Y | +484.2% | +72.8% | +411.4% | +468.2% |
| 5Y | +182.7% | -70.4% | +253.0% | +186.6% |
| All | +182.3% | -70.8% | +253.1% | +184.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling