+449.8%
SOXL vs STX
+1,305.2%
-855.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.7% | -5.4% | -4.4% |
| 7D | +8.5% | +8.0% | +0.5% | -2.2% |
| 30D | -13.0% | +5.1% | -18.1% | -19.0% |
| 3M | -35.9% | +5.8% | -41.7% | -36.0% |
| 6M | +112.1% | +124.9% | -12.9% | -13.8% |
| YTD | +175.4% | +213.9% | -38.5% | -33.7% |
| 1Y | +304.9% | +350.4% | -45.5% | -50.6% |
| All | +449.8% | +1,305.2% | -855.3% | -90.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling