+162.3%
SOXL vs SPXL
+141.8%
+20.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.4% | +2.8% | +0.9% |
| 7D | +3.9% | -2.5% | +6.4% | +8.7% |
| 30D | -14.3% | -4.2% | -10.1% | -7.5% |
| 3M | -45.6% | +8.1% | -53.7% | -48.4% |
| 6M | +117.2% | +35.6% | +81.6% | +56.6% |
| YTD | +189.8% | +28.8% | +161.0% | +136.3% |
| 1Y | +317.7% | +39.8% | +277.9% | +218.0% |
| 3Y | +478.6% | +221.4% | +257.2% | +66.5% |
| All | +162.3% | +141.8% | +20.5% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 SPXL 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