+478.6%
SOXL vs BBY
+42.8%
+435.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.1% | +2.2% | +2.6% |
| 7D | +3.9% | +0.6% | +3.3% | +3.3% |
| 30D | -14.3% | +9.4% | -23.7% | -22.2% |
| 3M | -45.6% | +19.3% | -64.9% | -55.4% |
| 6M | +117.2% | +47.9% | +69.3% | +37.5% |
| YTD | +189.8% | +39.6% | +150.3% | +87.2% |
| 1Y | +317.7% | +22.2% | +295.6% | +221.3% |
| 3Y | +478.6% | +45.0% | +433.7% | +271.9% |
| All | +478.6% | +42.8% | +435.9% | +271.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 3y: compounded portfolio wealth divided by compounded BBY 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…
3y analysis · Full analysis span regression · 6 months rolling