+20,415.5%
SOXL vs XRT
+440.1%
+19,975.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.2% | +7.3% | +9.8% |
| 7D | +16.4% | -0.3% | +16.6% | +16.8% |
| 30D | -12.1% | -5.6% | -6.5% | -2.3% |
| 3M | -41.7% | +2.5% | -44.2% | -48.1% |
| 6M | +157.4% | +3.7% | +153.7% | +131.9% |
| YTD | +193.3% | +1.0% | +192.3% | +181.3% |
| 1Y | +355.3% | -1.2% | +356.5% | +364.8% |
| 3Y | +484.2% | +43.4% | +440.8% | +225.3% |
| 5Y | +182.7% | -0.7% | +183.4% | +389.6% |
| 10Y | +4,692.2% | +123.7% | +4,568.6% | +1,254.0% |
| All | +20,415.5% | +440.1% | +19,975.3% | +776.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded XRT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling