+357.4%
SOXL vs SBAC
-3.2%
+360.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.1% | +11.0% | +9.3% |
| 7D | +5.3% | -0.8% | +6.1% | +4.9% |
| 30D | -11.2% | +6.9% | -18.1% | -8.0% |
| 3M | -55.4% | -8.2% | -47.1% | -54.6% |
| 6M | +107.1% | -1.6% | +108.8% | +109.6% |
| YTD | +179.0% | -0.1% | +179.2% | +188.0% |
| 1Y | +357.4% | -0.5% | +357.8% | +405.9% |
| All | +357.4% | -3.2% | +360.6% | +405.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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