+357.4%
SOXL vs SOXX
+117.6%
+239.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.5% | +6.4% | -0.5% |
| 7D | +5.3% | +2.2% | +3.1% | -0.8% |
| 30D | -11.2% | -2.0% | -9.2% | -3.1% |
| 3M | -55.4% | -13.7% | -41.6% | -8.7% |
| 6M | +107.1% | +52.4% | +54.8% | -10.5% |
| YTD | +179.0% | +72.8% | +106.2% | -12.2% |
| 1Y | +357.4% | +113.9% | +243.5% | -15.1% |
| All | +357.4% | +117.6% | +239.8% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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