+20,848.2%
SOXL vs BMY
+348.4%
+20,499.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.5% |
| 7D | +18.4% | -4.8% | +23.2% | +22.8% |
| 30D | -3.2% | -0.7% | -2.5% | -3.8% |
| 3M | -37.6% | +15.3% | -52.9% | -47.1% |
| 6M | +136.1% | +8.5% | +127.5% | +105.8% |
| YTD | +199.5% | +23.4% | +176.0% | +131.2% |
| 1Y | +363.2% | +42.9% | +320.3% | +206.6% |
| 3Y | +496.5% | +22.0% | +474.5% | +307.8% |
| 5Y | +184.8% | +24.3% | +160.5% | +78.7% |
| 10Y | +5,399.0% | +64.6% | +5,334.4% | +2,747.3% |
| All | +20,848.2% | +348.4% | +20,499.8% | +1,940.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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