+218.0%
SOXL vs SOXQ
+286.7%
-68.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.8% | +3.5% | 0.0% |
| 7D | +3.9% | +0.8% | +3.1% | +2.0% |
| 30D | -14.3% | -4.6% | -9.7% | +0.8% |
| 3M | -45.6% | -10.2% | -35.5% | -6.9% |
| 6M | +117.2% | +49.7% | +67.5% | +3.0% |
| YTD | +189.8% | +67.2% | +122.6% | +7.1% |
| 1Y | +317.7% | +98.0% | +219.7% | +5.0% |
| 3Y | +478.6% | +237.2% | +241.5% | -36.9% |
| 5Y | +169.5% | +261.3% | -91.8% | -45.7% |
| All | +218.0% | +286.7% | -68.7% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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