+8,009.3%
SOXL vs SPMO
+562.6%
+7,446.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.8% | -6.2% | -1.2% |
| 7D | +8.5% | +0.1% | +8.4% | +8.8% |
| 30D | -13.0% | -0.7% | -12.3% | -8.1% |
| 3M | -35.9% | +2.8% | -38.8% | -24.5% |
| 6M | +112.1% | +24.4% | +87.6% | +53.8% |
| YTD | +175.4% | +24.2% | +151.2% | +109.8% |
| 1Y | +304.9% | +24.5% | +280.4% | +233.5% |
| 3Y | +448.6% | +155.6% | +293.0% | -26.1% |
| 5Y | +156.1% | +148.2% | +7.9% | -42.6% |
| 10Y | +4,957.3% | +514.8% | +4,442.5% | +251.4% |
| All | +8,009.3% | +562.6% | +7,446.7% | +389.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling