+150.4%
SOXL vs Q
+71.3%
+79.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.7% | +8.2% | +6.8% |
| 7D | +5.3% | +0.2% | +5.1% | +5.1% |
| 30D | -11.2% | -11.1% | -0.1% | +10.8% |
| 3M | -55.4% | -22.1% | -33.2% | -13.7% |
| 6M | +107.1% | +0.5% | +106.7% | +190.9% |
| YTD | +179.0% | +47.8% | +131.2% | +157.5% |
| All | +150.4% | +71.3% | +79.1% | +162.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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