+55.9%
SOXL vs SPOT
+0.4%
+55.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.6% | -13.4% | -6.3% |
| 7D | -37.9% | +16.6% | -54.5% | -31.8% |
| 30D | -59.4% | +29.9% | -89.3% | -52.9% |
| 3M | -52.3% | +31.3% | -83.6% | -44.7% |
| 6M | -47.7% | +43.2% | -90.9% | -40.3% |
| YTD | +58.8% | +8.1% | +50.7% | +102.6% |
| 1Y | +55.9% | -0.3% | +56.2% | +110.3% |
| All | +55.9% | +0.4% | +55.5% | +110.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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