+889.8%
NVDA vs SOXL
+162.7%
+727.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.2% | -5.3% | -1.9% |
| 7D | -5.1% | +3.9% | -9.0% | -6.6% |
| 30D | -2.5% | -14.3% | +11.8% | +1.7% |
| 3M | +6.7% | -45.6% | +52.3% | +16.6% |
| 6M | +17.6% | +117.2% | -99.6% | -34.4% |
| YTD | +17.3% | +189.8% | -172.5% | -44.3% |
| 1Y | +23.5% | +317.7% | -294.2% | -52.7% |
| 3Y | +384.6% | +478.6% | -94.0% | +13.8% |
| All | +889.8% | +162.7% | +727.1% | +155.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling