+357.4%
SOXL vs XLK
+44.7%
+312.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.7% | +9.2% | +6.6% |
| 7D | +5.3% | +0.9% | +4.5% | +1.5% |
| 30D | -11.2% | +0.7% | -11.9% | -12.3% |
| 3M | -55.4% | -2.9% | -52.4% | -30.4% |
| 6M | +107.1% | +34.3% | +72.9% | -7.9% |
| YTD | +179.0% | +30.4% | +148.6% | +46.3% |
| 1Y | +357.4% | +43.4% | +314.0% | +103.0% |
| All | +357.4% | +44.7% | +312.7% | +103.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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