+357.4%
SOXL vs BHP
+65.8%
+291.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.5% | +12.3% | +15.0% |
| 7D | +5.3% | -5.0% | +10.3% | +16.5% |
| 30D | -11.2% | +1.2% | -12.4% | -16.2% |
| 3M | -55.4% | +1.8% | -57.2% | -55.0% |
| 6M | +107.1% | +18.0% | +89.1% | +66.1% |
| YTD | +179.0% | +52.7% | +126.3% | +47.1% |
| 1Y | +357.4% | +66.0% | +291.4% | +110.1% |
| All | +357.4% | +65.8% | +291.6% | +110.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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