+1,256.4%
SOXL vs SPOT
+218.6%
+1,037.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.5% | +7.6% | +7.4% |
| 7D | +16.4% | -2.9% | +19.2% | +18.8% |
| 30D | -12.1% | +8.3% | -20.4% | -21.4% |
| 3M | -41.7% | +5.1% | -46.8% | -49.4% |
| 6M | +157.4% | -6.5% | +163.9% | +137.5% |
| YTD | +193.3% | -9.0% | +202.3% | +162.3% |
| 1Y | +355.3% | -26.4% | +381.7% | +400.2% |
| 3Y | +484.2% | +240.0% | +244.1% | +27.6% |
| 5Y | +182.7% | +111.7% | +70.9% | 0.0% |
| All | +1,256.4% | +218.6% | +1,037.7% | +169.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling