+303.5%
MXL vs SOXQ
+111.3%
+192.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.4% | +2.2% | +0.3% |
| 7D | +1.6% | +2.3% | -0.7% | -1.9% |
| 30D | -7.0% | -2.3% | -4.7% | -2.2% |
| 3M | -33.4% | -13.8% | -19.6% | -11.3% |
| 6M | +260.2% | +48.6% | +211.5% | +134.1% |
| YTD | +260.0% | +66.0% | +194.0% | +105.9% |
| 1Y | +303.5% | +107.9% | +195.6% | +77.3% |
| All | +303.5% | +111.3% | +192.1% | +77.3% |
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