+317.7%
SOXL vs MKSI
+142.7%
+175.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.1% | +3.1% | +1.5% |
| 7D | +3.9% | +2.7% | +1.2% | -0.5% |
| 30D | -14.3% | -12.8% | -1.5% | +11.0% |
| 3M | -45.6% | -22.5% | -23.1% | +0.5% |
| 6M | +117.2% | +19.4% | +97.8% | +134.1% |
| YTD | +189.8% | +67.7% | +122.1% | +100.8% |
| 1Y | +317.7% | +131.4% | +186.3% | +107.3% |
| All | +317.7% | +142.7% | +175.0% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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