+55.9%
SOXL vs BN
-3.9%
+59.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.1% | -14.9% | -16.4% |
| 7D | -37.9% | +12.0% | -49.9% | -48.4% |
| 30D | -59.4% | +17.0% | -76.4% | -68.8% |
| 3M | -52.3% | -3.2% | -49.1% | -50.2% |
| 6M | -47.7% | -3.9% | -43.8% | -44.2% |
| YTD | +58.8% | -5.6% | +64.3% | +64.5% |
| 1Y | +55.9% | -4.7% | +60.6% | +60.8% |
| All | +55.9% | -3.9% | +59.8% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling