+55.9%
SOXL vs NDAQ
+28.8%
+27.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.6% | -11.4% | -7.4% |
| 7D | -37.9% | +3.9% | -41.8% | -36.3% |
| 30D | -59.4% | +19.0% | -78.4% | -55.3% |
| 3M | -52.3% | +17.6% | -69.9% | -47.8% |
| 6M | -47.7% | +21.0% | -68.7% | -39.3% |
| YTD | +58.8% | +14.1% | +44.7% | +100.3% |
| 1Y | +55.9% | +29.4% | +26.5% | +73.4% |
| All | +55.9% | +28.8% | +27.1% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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