+55.9%
SOXL vs STX
+119.7%
-63.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -8.1% | -0.7% | +1.5% |
| 7D | -37.9% | -20.2% | -17.7% | -15.3% |
| 30D | -59.4% | -37.2% | -22.2% | -24.4% |
| 3M | -52.3% | -34.1% | -18.3% | -19.0% |
| 6M | -47.7% | -24.5% | -23.2% | -9.8% |
| YTD | +58.8% | +102.9% | -44.2% | -1.4% |
| 1Y | +55.9% | +123.8% | -67.9% | -12.8% |
| All | +55.9% | +119.7% | -63.8% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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