+297.0%
MXL vs SOXQ
+45.5%
+251.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -3.1% | -8.0% | -5.9% |
| 7D | -24.3% | -12.1% | -12.3% | -5.8% |
| 30D | -46.1% | -22.0% | -24.1% | -16.2% |
| 3M | -21.8% | -15.6% | -6.2% | +10.6% |
| 6M | -27.2% | -2.4% | -24.9% | -16.2% |
| YTD | +226.2% | +45.4% | +180.8% | +140.7% |
| 1Y | +297.0% | +47.7% | +249.3% | +189.2% |
| All | +297.0% | +45.5% | +251.5% | +189.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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