+449.8%
SOXL vs BE
+1,632.5%
-1,182.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.0% | -4.0% | -6.0% |
| 7D | +8.5% | +9.7% | -1.3% | +3.5% |
| 30D | -13.0% | +22.4% | -35.3% | -21.5% |
| 3M | -35.9% | +10.4% | -46.3% | -36.1% |
| 6M | +112.1% | +67.9% | +44.2% | +78.1% |
| YTD | +175.4% | +197.5% | -22.1% | +83.9% |
| 1Y | +304.9% | +310.6% | -5.7% | +135.2% |
| All | +449.8% | +1,632.5% | -1,182.7% | +89.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling