+20,848.2%
SOXL vs SPXU
-100.0%
+20,948.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +4.1% |
| 7D | +18.4% | +1.3% | +17.1% | +20.1% |
| 30D | -3.2% | +5.1% | -8.3% | +4.5% |
| 3M | -37.6% | -9.1% | -28.5% | -37.4% |
| 6M | +136.1% | -29.6% | +165.6% | +95.4% |
| YTD | +199.5% | -27.7% | +227.2% | +174.5% |
| 1Y | +363.2% | -37.0% | +400.2% | +295.2% |
| 3Y | +496.5% | -80.2% | +576.6% | +196.8% |
| 5Y | +184.8% | -86.0% | +270.8% | +221.9% |
| 10Y | +5,399.0% | -99.5% | +5,498.5% | +787.2% |
| All | +20,848.2% | -100.0% | +20,948.2% | +293.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling