+384.6%
NVDA vs SOXL
+458.1%
-73.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.2% | -5.3% | -1.5% |
| 7D | -5.1% | +3.9% | -9.0% | -6.3% |
| 30D | -2.5% | -14.3% | +11.8% | +0.9% |
| 3M | +6.7% | -45.6% | +52.3% | +15.3% |
| 6M | +17.6% | +117.2% | -99.6% | -27.3% |
| YTD | +17.3% | +189.8% | -172.5% | -36.6% |
| 1Y | +23.5% | +317.7% | -294.2% | -44.5% |
| 3Y | +384.6% | +478.6% | -94.0% | +57.8% |
| All | +384.6% | +458.1% | -73.5% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXL.
Daily Out/Under-Performance
Portfolio return minus SOXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXL 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 3y: compounded portfolio wealth divided by compounded SOXL 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…
3y analysis · Full analysis span regression · 6 months rolling