+196.5%
SOXL vs BIL
+13.8%
+182.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | 0.0% | -11.0% | -9.8% |
| 7D | +26.9% | +0.1% | +26.8% | +30.3% |
| 30D | -47.2% | +0.3% | -47.6% | -39.6% |
| 3M | -59.9% | +1.0% | -60.8% | -40.0% |
| 6M | -68.3% | +1.9% | -70.2% | -29.3% |
| YTD | +38.8% | +3.2% | +35.7% | +334.6% |
| 1Y | +48.8% | +3.7% | +45.1% | +442.5% |
| 3Y | +196.5% | +13.8% | +182.7% | +363.0% |
| All | +196.5% | +13.8% | +182.7% | +363.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling