+4,921.3%
SOXL vs BIDU
-48.7%
+4,970.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +4.4% |
| 7D | +3.9% | -8.1% | +12.0% | +12.0% |
| 30D | -14.3% | -12.8% | -1.5% | -2.4% |
| 3M | -45.6% | -21.3% | -24.3% | -31.0% |
| 6M | +117.2% | -27.0% | +144.2% | +206.0% |
| YTD | +189.8% | -30.0% | +219.9% | +330.2% |
| 1Y | +317.7% | -18.3% | +336.0% | +425.2% |
| 3Y | +478.6% | -33.8% | +512.5% | +757.7% |
| 5Y | +169.5% | -44.3% | +213.8% | +336.6% |
| All | +4,921.3% | -48.7% | +4,970.0% | +8,136.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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