-100.0%
SOXS vs TQQQ
+254.0%
-354.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.6% | -8.1% | -1.1% |
| 7D | -4.7% | -1.9% | -2.8% | -7.4% |
| 30D | +7.7% | -4.9% | +12.6% | +1.8% |
| 3M | -10.2% | -6.4% | -3.7% | +14.5% |
| 6M | -99.2% | +44.4% | -143.6% | -93.3% |
| YTD | -99.5% | +35.2% | -134.7% | -96.0% |
| 1Y | -99.8% | +49.5% | -149.3% | -97.1% |
| 3Y | -100.0% | +250.7% | -350.7% | -96.6% |
| All | -100.0% | +254.0% | -354.0% | -96.6% |
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 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