+16.9%
QQQ vs SOXL
+116.9%
-100.1%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -8.0% | +7.0% | -0.1% |
| 7D | -1.3% | +8.5% | -9.7% | -2.4% |
| 30D | -1.4% | -13.0% | +11.6% | -0.1% |
| 3M | +2.3% | -35.9% | +38.2% | +3.7% |
| 6M | +16.9% | +112.1% | -95.2% | -5.3% |
| All | +16.9% | +116.9% | -100.1% | -5.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling