+162.3%
SOXL vs STX
+1,049.0%
-886.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.7% | +9.0% | +10.7% |
| 7D | +3.9% | -2.3% | +6.1% | +6.6% |
| 30D | -14.3% | -5.5% | -8.8% | -8.0% |
| 3M | -45.6% | -4.3% | -41.3% | -39.3% |
| 6M | +117.2% | +115.6% | +1.6% | -19.7% |
| YTD | +189.8% | +202.2% | -12.4% | -41.6% |
| 1Y | +317.7% | +325.3% | -7.6% | -57.8% |
| 3Y | +478.6% | +1,283.9% | -805.3% | -91.8% |
| All | +162.3% | +1,049.0% | -886.7% | -92.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling