+4,671.5%
SOXL vs BIL
+25.2%
+4,646.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | 0.0% | -8.0% | -8.0% |
| 7D | +8.5% | +0.1% | +8.4% | +8.7% |
| 30D | -13.0% | +0.3% | -13.2% | -11.7% |
| 3M | -35.9% | +0.9% | -36.8% | -33.3% |
| 6M | +112.1% | +1.8% | +110.3% | +123.2% |
| YTD | +175.4% | +2.5% | +173.0% | +190.7% |
| 1Y | +304.9% | +3.7% | +301.2% | +334.6% |
| 3Y | +448.6% | +14.1% | +434.5% | +267.7% |
| 5Y | +156.1% | +19.4% | +136.7% | +31.8% |
| All | +4,671.5% | +25.2% | +4,646.3% | +3,566.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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