+4,921.3%
SOXL vs SPMO
+517.6%
+4,403.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.7% | +3.2% |
| 7D | +3.9% | -0.9% | +4.8% | +8.1% |
| 30D | -14.3% | -1.9% | -12.4% | -5.2% |
| 3M | -45.6% | -1.4% | -44.3% | -26.6% |
| 6M | +117.2% | +25.5% | +91.7% | +50.9% |
| YTD | +189.8% | +24.8% | +165.0% | +113.9% |
| 1Y | +317.7% | +24.5% | +293.2% | +239.9% |
| 3Y | +478.6% | +157.1% | +321.5% | -28.5% |
| 5Y | +169.5% | +149.5% | +20.0% | -44.2% |
| All | +4,921.3% | +517.6% | +4,403.7% | +219.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling