+113.9%
SOXX vs SPXS
-40.2%
+154.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +4.6% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | -2.0% | +0.8% | -2.9% | -1.1% |
| 3M | -13.7% | -4.7% | -9.0% | -14.2% |
| 6M | +52.4% | -29.6% | +82.0% | +25.2% |
| YTD | +72.8% | -29.8% | +102.6% | +43.3% |
| 1Y | +113.9% | -38.9% | +152.8% | +70.3% |
| All | +113.9% | -40.2% | +154.1% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 1y: compounded portfolio wealth divided by compounded SPXS 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…
1y analysis · Full analysis span regression · 6 months rolling