+317.7%
SOXL vs BBWI
-31.4%
+349.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.4% | -1.2% | +2.9% |
| 7D | +3.9% | -4.8% | +8.7% | +5.5% |
| 30D | -14.3% | +3.5% | -17.8% | -16.7% |
| 3M | -45.6% | -0.3% | -45.3% | -47.8% |
| 6M | +117.2% | -5.4% | +122.6% | +114.0% |
| YTD | +189.8% | -4.7% | +194.6% | +179.4% |
| 1Y | +317.7% | -30.5% | +348.2% | +424.5% |
| All | +317.7% | -31.4% | +349.1% | +424.5% |
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