+357.4%
SOXL vs JBLU
-14.6%
+371.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.4% | +9.4% | +9.6% |
| 7D | +5.3% | -3.5% | +8.9% | +7.5% |
| 30D | -11.2% | -27.2% | +16.0% | +6.9% |
| 3M | -55.4% | -4.3% | -51.0% | -55.1% |
| 6M | +107.1% | -8.3% | +115.5% | +105.1% |
| YTD | +179.0% | +1.8% | +177.3% | +148.0% |
| 1Y | +357.4% | -9.0% | +366.4% | +311.6% |
| All | +357.4% | -14.6% | +371.9% | +311.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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