+449.8%
SOXL vs NXT
+87.2%
+362.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.2% | -6.8% | -7.1% |
| 7D | +8.5% | -2.6% | +11.0% | +10.6% |
| 30D | -13.0% | -22.4% | +9.5% | +5.2% |
| 3M | -35.9% | -27.3% | -8.6% | -13.3% |
| 6M | +112.1% | -28.5% | +140.5% | +197.1% |
| YTD | +175.4% | -6.6% | +182.0% | +234.0% |
| 1Y | +304.9% | +20.4% | +284.5% | +333.7% |
| All | +449.8% | +87.2% | +362.7% | +336.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling