+357.4%
SOXL vs SPMO
+29.9%
+327.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.6% | +8.3% | +2.1% |
| 7D | +5.3% | +2.0% | +3.3% | -4.1% |
| 30D | -11.2% | -0.4% | -10.8% | -7.1% |
| 3M | -55.4% | -1.9% | -53.5% | -31.7% |
| 6M | +107.1% | +25.0% | +82.1% | +12.2% |
| YTD | +179.0% | +26.0% | +153.0% | +50.2% |
| 1Y | +357.4% | +28.7% | +328.7% | +167.3% |
| All | +357.4% | +29.9% | +327.4% | +167.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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