+15.4%
SOFI vs SPXL
+141.8%
-126.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | -1.1% |
| 7D | -4.9% | -2.5% | -2.4% | -3.1% |
| 30D | -3.5% | -4.2% | +0.8% | -0.1% |
| 3M | +3.9% | +8.1% | -4.2% | -1.6% |
| 6M | -6.5% | +35.6% | -42.1% | -25.3% |
| YTD | -33.8% | +28.8% | -62.6% | -45.3% |
| 1Y | -33.3% | +39.8% | -73.1% | -47.3% |
| 3Y | +94.6% | +221.4% | -126.8% | -15.2% |
| All | +15.4% | +141.8% | -126.4% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 5y: compounded portfolio wealth divided by compounded SPXL 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…
5y analysis · Full analysis span regression · 6 months rolling