+19,165.6%
SOXL vs AXTI
+1,775.4%
+17,390.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -6.1% | -1.9% | -4.9% |
| 7D | +8.5% | +15.1% | -6.7% | +0.8% |
| 30D | -13.0% | -12.3% | -0.7% | -7.4% |
| 3M | -35.9% | -24.1% | -11.8% | -27.9% |
| 6M | +112.1% | +46.0% | +66.0% | +43.7% |
| YTD | +175.4% | +295.7% | -120.3% | -7.8% |
| 1Y | +304.9% | +1,825.6% | -1,520.7% | -47.5% |
| 3Y | +448.6% | +2,630.0% | -2,181.4% | -66.4% |
| 5Y | +156.1% | +601.0% | -444.9% | -59.6% |
| 10Y | +4,957.3% | +1,459.0% | +3,498.3% | +310.9% |
| All | +19,165.6% | +1,775.4% | +17,390.2% | +833.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 all: compounded portfolio wealth divided by compounded AXTI 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…
all analysis · Full analysis span regression · 6 months rolling