+449.8%
SOXL vs NDAQ
+85.5%
+364.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.3% | -5.7% | -5.8% |
| 7D | +8.5% | -6.8% | +15.2% | +15.8% |
| 30D | -13.0% | -3.2% | -9.8% | -10.6% |
| 3M | -35.9% | +6.5% | -42.4% | -44.0% |
| 6M | +112.1% | +5.7% | +106.3% | +79.1% |
| YTD | +175.4% | -4.6% | +180.1% | +170.8% |
| 1Y | +304.9% | -1.6% | +306.4% | +272.2% |
| All | +449.8% | +85.5% | +364.3% | +136.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling