+12.3%
QQQ vs SOXL
+49.0%
-36.8%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -8.8% | +9.8% | +2.1% |
| 7D | -4.6% | -37.9% | +33.2% | +0.7% |
| 30D | -8.5% | -59.4% | +50.9% | +1.3% |
| 3M | -4.3% | -52.3% | +48.0% | +2.7% |
| 6M | +3.1% | -47.7% | +50.7% | +2.9% |
| YTD | +13.0% | +58.8% | -45.7% | -6.1% |
| 1Y | +12.3% | +55.9% | -43.6% | -7.6% |
| All | +12.3% | +49.0% | -36.8% | -7.6% |
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