+4,921.3%
SOXL vs NDAQ
+368.2%
+4,553.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.6% | +5.8% | +6.2% |
| 7D | +3.9% | -5.6% | +9.4% | +14.2% |
| 30D | -14.3% | -4.4% | -10.0% | -8.5% |
| 3M | -45.6% | +5.9% | -51.5% | -56.6% |
| 6M | +117.2% | +7.7% | +109.4% | +59.5% |
| YTD | +189.8% | -5.2% | +195.0% | +159.4% |
| 1Y | +317.7% | -3.4% | +321.1% | +255.6% |
| 3Y | +478.6% | +85.6% | +393.0% | +52.0% |
| 5Y | +169.5% | +49.5% | +120.0% | +27.5% |
| All | +4,921.3% | +368.2% | +4,553.1% | +447.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling