+478.6%
SOXL vs BOXX
+14.7%
+464.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.1% |
| 7D | +3.9% | +0.1% | +3.8% | +3.7% |
| 30D | -14.3% | +0.3% | -14.6% | -14.9% |
| 3M | -45.6% | +1.0% | -46.7% | -47.8% |
| 6M | +117.2% | +1.9% | +115.3% | +85.7% |
| YTD | +189.8% | +2.7% | +187.2% | +120.1% |
| 1Y | +317.7% | +4.0% | +313.7% | +168.4% |
| 3Y | +478.6% | +14.7% | +464.0% | +82.4% |
| All | +478.6% | +14.7% | +464.0% | +82.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling