+357.4%
SOXL vs BOXX
+4.0%
+353.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.8% | +10.8% |
| 7D | +5.3% | +0.1% | +5.3% | +6.7% |
| 30D | -11.2% | +0.4% | -11.6% | -3.6% |
| 3M | -55.4% | +1.0% | -56.4% | -47.2% |
| 6M | +107.1% | +2.0% | +105.2% | +93.9% |
| YTD | +179.0% | +2.6% | +176.4% | +85.8% |
| 1Y | +357.4% | +4.1% | +353.3% | +168.1% |
| All | +357.4% | +4.0% | +353.3% | +168.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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