+5,399.0%
SOXL vs QLD
+1,665.6%
+3,733.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +3.3% |
| 7D | +18.4% | +1.9% | +16.5% | +13.9% |
| 30D | -3.2% | -1.8% | -1.4% | +1.6% |
| 3M | -37.6% | -0.1% | -37.5% | -24.3% |
| 6M | +136.1% | +32.6% | +103.5% | +91.8% |
| YTD | +199.5% | +27.9% | +171.6% | +172.2% |
| 1Y | +363.2% | +40.3% | +323.0% | +286.0% |
| 3Y | +496.5% | +182.5% | +314.0% | +137.5% |
| 5Y | +184.8% | +122.5% | +62.3% | +177.3% |
| 10Y | +5,399.0% | +1,728.6% | +3,670.4% | +139.7% |
| All | +5,399.0% | +1,665.6% | +3,733.4% | +139.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded QLD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling