+55.9%
SOXL vs MXL
+276.5%
-220.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -11.1% | +2.3% | -1.4% |
| 7D | -37.9% | -24.3% | -13.5% | -24.2% |
| 30D | -59.4% | -46.1% | -13.3% | -37.5% |
| 3M | -52.3% | -21.8% | -30.5% | -41.6% |
| 6M | -47.7% | -27.2% | -20.5% | -26.8% |
| YTD | +58.8% | +226.2% | -167.4% | -41.5% |
| 1Y | +55.9% | +297.0% | -241.1% | -56.6% |
| All | +55.9% | +276.5% | -220.6% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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