+1,150.1%
SOXL vs BE
+1,374.6%
-224.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.7% | -1.4% | +2.0% |
| 7D | +3.9% | +9.0% | -5.2% | -0.4% |
| 30D | -14.3% | +16.3% | -30.6% | -20.2% |
| 3M | -45.6% | +10.8% | -56.4% | -46.1% |
| 6M | +117.2% | +73.2% | +44.0% | +77.6% |
| YTD | +189.8% | +217.4% | -27.5% | +79.3% |
| 1Y | +317.7% | +309.8% | +7.9% | +121.7% |
| 3Y | +478.6% | +1,726.2% | -1,247.5% | +28.1% |
| 5Y | +169.5% | +1,306.2% | -1,136.7% | -29.6% |
| All | +1,150.1% | +1,374.6% | -224.4% | +100.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 10y: compounded portfolio wealth divided by compounded BE 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…
10y analysis · Full analysis span regression · 6 months rolling