+156.1%
SOXL vs SPOT
+111.2%
+44.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.2% | -7.8% | -7.8% |
| 7D | +8.5% | -6.9% | +15.3% | +14.6% |
| 30D | -13.0% | +4.1% | -17.1% | -18.6% |
| 3M | -35.9% | +3.7% | -39.6% | -43.4% |
| 6M | +112.1% | -1.6% | +113.7% | +88.6% |
| YTD | +175.4% | -10.2% | +185.6% | +152.2% |
| 1Y | +304.9% | -25.9% | +330.8% | +350.3% |
| 3Y | +448.6% | +235.6% | +213.0% | +8.1% |
| 5Y | +156.1% | +110.6% | +45.5% | -30.2% |
| All | +156.1% | +111.2% | +44.9% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling