+25.6%
QQQ vs SOXL
+380.6%
-355.0%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.9% | -9.7% | -1.1% |
| 7D | +0.4% | +5.3% | -5.0% | -0.4% |
| 30D | +0.2% | -11.2% | +11.4% | +1.3% |
| 3M | -2.8% | -55.4% | +52.5% | +2.7% |
| 6M | +18.0% | +107.1% | -89.1% | -1.9% |
| YTD | +17.3% | +179.0% | -161.7% | -7.6% |
| 1Y | +25.6% | +357.4% | -331.8% | -6.1% |
| All | +25.6% | +380.6% | -355.0% | -6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling