+364.9%
MXL vs SOXQ
+98.3%
+266.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.8% | +5.8% | +4.8% |
| 7D | +18.9% | +0.8% | +18.1% | +17.7% |
| 30D | +0.3% | -4.6% | +4.9% | +9.1% |
| 3M | -8.0% | -10.2% | +2.1% | +15.7% |
| 6M | +341.2% | +49.7% | +291.6% | +182.1% |
| YTD | +327.8% | +67.2% | +260.6% | +139.9% |
| 1Y | +364.9% | +98.0% | +266.9% | +106.4% |
| All | +364.9% | +98.3% | +266.6% | +106.4% |
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