+478.6%
SOXL vs TQQQ
+254.0%
+224.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.7% | +0.9% |
| 7D | +3.9% | -1.9% | +5.8% | +7.6% |
| 30D | -14.3% | -4.9% | -9.5% | -5.8% |
| 3M | -45.6% | -6.4% | -39.2% | -28.7% |
| 6M | +117.2% | +44.4% | +72.8% | +64.5% |
| YTD | +189.8% | +35.2% | +154.7% | +151.8% |
| 1Y | +317.7% | +49.5% | +268.2% | +233.0% |
| 3Y | +478.6% | +250.7% | +227.9% | +88.8% |
| All | +478.6% | +254.0% | +224.6% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TQQQ.
Daily Out/Under-Performance
Portfolio return minus TQQQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TQQQ 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 TQQQ 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