+147.1%
SOXL vs Q
+75.4%
+71.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.7% | -6.3% | -4.9% |
| 7D | +8.5% | +4.1% | +4.4% | +1.3% |
| 30D | -13.0% | -10.7% | -2.2% | +7.9% |
| 3M | -35.9% | -11.7% | -24.2% | -1.6% |
| 6M | +112.1% | +8.3% | +103.7% | +167.3% |
| YTD | +175.4% | +51.3% | +124.1% | +144.2% |
| All | +147.1% | +75.4% | +71.8% | +149.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling