+357.4%
SOXL vs BBWI
-34.3%
+391.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.8% | +7.0% | +8.9% |
| 7D | +5.3% | +1.5% | +3.8% | +4.9% |
| 30D | -11.2% | -5.2% | -6.0% | -9.9% |
| 3M | -55.4% | +11.1% | -66.5% | -58.6% |
| 6M | +107.1% | -13.4% | +120.5% | +117.1% |
| YTD | +179.0% | +0.1% | +178.9% | +166.1% |
| 1Y | +357.4% | -36.1% | +393.5% | +441.5% |
| All | +357.4% | -34.3% | +391.7% | +441.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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