+162.3%
SOXL vs SPXU
-86.1%
+248.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.4% | +7.7% | +0.9% |
| 7D | +3.9% | +2.5% | +1.4% | +8.8% |
| 30D | -14.3% | +4.2% | -18.5% | -6.9% |
| 3M | -45.6% | -9.3% | -36.4% | -47.2% |
| 6M | +117.2% | -30.7% | +147.9% | +63.7% |
| YTD | +189.8% | -28.1% | +218.0% | +150.3% |
| 1Y | +317.7% | -35.2% | +353.0% | +245.5% |
| 3Y | +478.6% | -79.9% | +558.6% | +120.1% |
| All | +162.3% | -86.1% | +248.4% | +143.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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