+478.6%
SOXL vs BSX
-20.5%
+499.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.5% | +5.4% |
| 7D | +3.9% | -10.1% | +14.0% | +10.4% |
| 30D | -14.3% | -16.4% | +2.1% | -5.0% |
| 3M | -45.6% | -8.9% | -36.7% | -44.4% |
| 6M | +117.2% | -38.3% | +155.5% | +216.5% |
| YTD | +189.8% | -54.9% | +244.8% | +505.0% |
| 1Y | +317.7% | -58.8% | +376.5% | +885.1% |
| 3Y | +478.6% | -21.2% | +499.9% | +711.1% |
| All | +478.6% | -20.5% | +499.1% | +711.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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