-28.0%
SOXS vs TQQQ
-3.2%
-24.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -3.3% | +11.4% | +0.6% |
| 7D | -9.4% | -3.9% | -5.5% | -16.9% |
| 30D | +6.2% | -5.3% | +11.4% | -3.2% |
| 3M | -28.0% | +0.1% | -28.2% | +14.6% |
| All | -28.0% | -3.2% | -24.8% | +14.6% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling