+55.9%
SOXL vs SOXX
+354.3%
-298.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.1% | -5.7% | -8.5% |
| 7D | -37.9% | +158.9% | -196.8% | -34.5% |
| 30D | -59.4% | +129.2% | -188.6% | -35.8% |
| 3M | -52.3% | +149.7% | -202.0% | -37.7% |
| 6M | -47.7% | +193.4% | -241.1% | -42.2% |
| YTD | +58.8% | +351.0% | -292.3% | -44.0% |
| 1Y | +55.9% | +360.5% | -304.6% | -45.4% |
| All | +55.9% | +354.3% | -298.4% | -45.4% |
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