+184.1%
SOXL vs BITO
-8.3%
+192.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | +3.9% | -3.4% | +7.3% | +6.7% |
| 30D | -14.3% | +21.4% | -35.7% | -27.2% |
| 3M | -45.6% | +20.5% | -66.1% | -53.1% |
| 6M | +117.2% | +7.4% | +109.8% | +110.0% |
| YTD | +189.8% | -13.9% | +203.7% | +226.3% |
| 1Y | +317.7% | -35.1% | +352.8% | +488.7% |
| 3Y | +478.6% | +156.8% | +321.8% | +159.4% |
| All | +184.1% | -8.3% | +192.4% | +159.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 all: compounded portfolio wealth divided by compounded BITO 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…
all analysis · Full analysis span regression · 6 months rolling