+357.4%
SOXL vs BX
-15.8%
+373.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.1% | +11.0% | +10.6% |
| 7D | +5.3% | -4.4% | +9.7% | +8.6% |
| 30D | -11.2% | +0.1% | -11.3% | -12.0% |
| 3M | -55.4% | +16.0% | -71.4% | -60.5% |
| 6M | +107.1% | +21.6% | +85.5% | +73.9% |
| YTD | +179.0% | -8.9% | +187.9% | +208.2% |
| 1Y | +357.4% | -16.6% | +374.0% | +422.6% |
| All | +357.4% | -15.8% | +373.2% | +422.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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