+4,921.3%
SOXL vs SOXX
+1,581.3%
+3,340.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.9% | +3.4% | -0.3% |
| 7D | +3.9% | +1.4% | +2.5% | +0.1% |
| 30D | -14.3% | -3.6% | -10.7% | -2.1% |
| 3M | -45.6% | -10.2% | -35.5% | -7.3% |
| 6M | +117.2% | +54.2% | +62.9% | -8.0% |
| YTD | +189.8% | +75.2% | +114.6% | -9.4% |
| 1Y | +317.7% | +107.5% | +210.2% | -11.6% |
| 3Y | +478.6% | +226.8% | +251.9% | -32.3% |
| 5Y | +169.5% | +251.2% | -81.7% | -43.1% |
| All | +4,921.3% | +1,581.3% | +3,340.0% | -57.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling