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CRM vs. SOXL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CRM vs. SOXL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Salesforce, Inc. (CRM) and Direxion Daily Semiconductor Bull 3X ETF (SOXL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CRM achieves a -27.54% return, which is significantly lower than SOXL's 232.86% return. Over the past 10 years, CRM has underperformed SOXL with an annualized return of 9.10%, while SOXL has yielded a comparatively higher 50.55% annualized return.


CRM

1D
2.71%
1M
14.98%
6M
-2.25%
YTD
-27.54%
1Y
-23.67%
3Y*
-3.26%
5Y*
-4.96%
10Y*
9.10%
ALL TIME*
19.54%

SOXL

1D
19.87%
1M
-22.91%
6M
128.59%
YTD
232.86%
1Y
459.76%
3Y*
78.93%
5Y*
25.04%
10Y*
50.55%
ALL TIME*
39.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$2.35B$2.18B$2.59B
$11.04B$10.45B$11.85B

CRM vs. SOXL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CRM
Salesforce, Inc.
-27.54%-20.25%27.76%98.46%-47.83%14.20%36.82%18.74%33.98%49.33%
SOXL
Direxion Daily Semiconductor Bull 3X ETF
232.86%54.91%-12.31%226.98%-85.66%118.84%70.04%231.83%-39.07%141.71%

Correlation

The correlation between CRM and SOXL is -0.17, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.17

Correlation (3Y)
Balances recent behavior with more history.

0.22

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.40

Correlation (10Y)
Provides a long-term view across more market conditions.

0.47

Correlation (All Time)
Calculated using the full available price history since Mar 11, 2010

0.51

The correlation between CRM and SOXL shifts across timeframes, from -0.17 (1 year) to 0.51 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

CRM vs. SOXL — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CRM
CRM Risk / Return Rank: 1919
Overall Rank
CRM Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
CRM Sortino Ratio Rank: 1717
Sortino Ratio Rank
CRM Omega Ratio Rank: 1818
Omega Ratio Rank
CRM Calmar Ratio Rank: 2222
Calmar Ratio Rank
CRM Martin Ratio Rank: 2020
Martin Ratio Rank

SOXL
SOXL Risk / Return Rank: 9191
Overall Rank
SOXL Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SOXL Sortino Ratio Rank: 8282
Sortino Ratio Rank
SOXL Omega Ratio Rank: 8484
Omega Ratio Rank
SOXL Calmar Ratio Rank: 9696
Calmar Ratio Rank
SOXL Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CRM vs. SOXL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Salesforce, Inc. (CRM) and Direxion Daily Semiconductor Bull 3X ETF (SOXL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CRMSOXLDifference
Sharpe ratioReturn per unit of total volatility

-4.10

Sortino ratioReturn per unit of downside risk

-3.58

Omega ratioGain probability vs. loss probability

0.93

1.40

-0.47

Calmar ratioReturn relative to maximum drawdown

-0.55

6.68

-7.23

Martin ratioReturn relative to average drawdown

-1.00

22.38

-23.38

CRM vs. SOXL - Sharpe Ratio Comparison

The current CRM Sharpe Ratio is -0.58, which is lower than the SOXL Sharpe Ratio of 3.52. The chart below compares the historical Sharpe Ratios of CRM and SOXL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CRM vs. SOXL - Drawdown Comparison

The maximum CRM drawdown since its inception was -70.50%, smaller than the maximum SOXL drawdown of -90.46%. Use the drawdown chart below to compare losses from any high point for CRM and SOXL.


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Drawdown Indicators


CRMSOXLDifference

Max Drawdown

Largest peak-to-trough decline

-70.50%

-90.46%

+19.96%

Max Drawdown (1Y)

Largest decline over 1 year

-43.33%

-69.42%

+26.09%

Max Drawdown (3Y)

Largest decline over 3 years

-58.67%

-87.88%

+29.21%

Max Drawdown (5Y)

Largest decline over 5 years

-58.67%

-90.46%

+31.79%

Max Drawdown (10Y)

Largest decline over 10 years

-58.67%

-90.46%

+31.79%

Current Drawdown

Current decline from peak

-47.42%

-53.49%

+6.07%

Average Drawdown

Average peak-to-trough decline

-16.38%

-35.02%

+18.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.64%

20.68%

+2.96%

Volatility

CRM vs. SOXL - Volatility Comparison

The current volatility for Salesforce, Inc. (CRM) is 14.48%, while Direxion Daily Semiconductor Bull 3X ETF (SOXL) has a volatility of 53.63%. This indicates that CRM experiences smaller price fluctuations and is considered to be less risky than SOXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CRMSOXLDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.48%

53.63%

-39.15%

Volatility (6M)

Calculated over the trailing 6-month period

33.63%

115.96%

-82.33%

Volatility (1Y)

Calculated over the trailing 1-year period

41.06%

131.85%

-90.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.80%

113.58%

-75.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.73%

102.32%

-66.59%

Dividends

CRM vs. SOXL - Dividend Comparison

CRM's dividend yield for the trailing twelve months is around 0.90%, more than SOXL's 0.01% yield.


PositionTTM2025202420232022202120202019201820172016
CRM
Salesforce, Inc.
0.90%0.63%0.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SOXL
Direxion Daily Semiconductor Bull 3X ETF
0.01%0.34%1.18%0.51%1.07%0.04%0.05%0.38%1.30%0.09%4.84%

Frequently Asked Questions


CRM and SOXL have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOXL has higher volatility (53.63%) compared to CRM (14.48%). In terms of maximum drawdown, CRM dropped -70.50% vs SOXL's -90.46%.

SOXL currently has the higher Sharpe Ratio (3.52 vs -0.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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