+162.3%
SOXL vs SPY
+82.3%
+80.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.4% | +0.7% |
| 7D | +3.9% | -0.8% | +4.6% | +8.3% |
| 30D | -14.3% | -1.1% | -13.2% | -9.1% |
| 3M | -45.6% | +3.9% | -49.5% | -50.5% |
| 6M | +117.2% | +13.6% | +103.6% | +45.1% |
| YTD | +189.8% | +12.7% | +177.2% | +111.7% |
| 1Y | +317.7% | +17.5% | +300.2% | +170.8% |
| 3Y | +478.6% | +76.9% | +401.7% | -3.4% |
| All | +162.3% | +82.3% | +80.0% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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