+317.7%
SOXL vs NXT
+23.4%
+294.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.9% | +3.3% | +3.1% |
| 7D | +3.9% | -1.9% | +5.8% | +6.1% |
| 30D | -14.3% | -20.0% | +5.7% | +10.1% |
| 3M | -45.6% | -30.7% | -14.9% | -12.8% |
| 6M | +117.2% | -29.0% | +146.2% | +246.4% |
| YTD | +189.8% | -4.8% | +194.7% | +261.5% |
| 1Y | +317.7% | +22.8% | +294.9% | +348.8% |
| All | +317.7% | +23.4% | +294.4% | +348.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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