+357.4%
SOXL vs MKTX
-8.5%
+365.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.8% | +9.9% |
| 7D | +5.3% | +0.4% | +4.9% | +5.4% |
| 30D | -11.2% | +1.1% | -12.3% | -11.0% |
| 3M | -55.4% | +36.1% | -91.5% | -47.8% |
| 6M | +107.1% | -12.9% | +120.0% | +64.7% |
| YTD | +179.0% | -8.5% | +187.6% | +127.6% |
| 1Y | +357.4% | -7.5% | +364.9% | +292.7% |
| All | +357.4% | -8.5% | +365.9% | +292.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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