+659.8%
SOXL vs NXT
+181.9%
+477.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +4.0% | +4.3% |
| 7D | +16.4% | +2.9% | +13.5% | +14.2% |
| 30D | -12.1% | -17.2% | +5.1% | +0.9% |
| 3M | -41.7% | -32.0% | -9.7% | -18.7% |
| 6M | +157.4% | -15.8% | +173.2% | +223.5% |
| YTD | +193.3% | -1.9% | +195.2% | +241.1% |
| 1Y | +355.3% | +22.5% | +332.8% | +374.6% |
| 3Y | +484.2% | +100.5% | +383.6% | +349.7% |
| All | +659.8% | +181.9% | +477.9% | +420.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling