+20,848.2%
SOXL vs BTI
+311.3%
+20,536.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +3.8% |
| 7D | +18.4% | -2.4% | +20.8% | +21.4% |
| 30D | -3.2% | -4.8% | +1.6% | +1.1% |
| 3M | -37.6% | -8.1% | -29.5% | -37.0% |
| 6M | +136.1% | -4.2% | +140.3% | +118.1% |
| YTD | +199.5% | -1.3% | +200.8% | +167.1% |
| 1Y | +363.2% | +2.1% | +361.1% | +290.6% |
| 3Y | +496.5% | +108.9% | +387.6% | +67.3% |
| 5Y | +184.8% | +114.5% | +70.4% | -25.1% |
| 10Y | +5,399.0% | +72.2% | +5,326.7% | +1,963.7% |
| All | +20,848.2% | +311.3% | +20,536.9% | +1,184.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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