+4,939.2%
SOXX vs SPXU
-100.0%
+5,039.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.6% | -1.9% |
| 7D | +3.0% | +6.4% | -3.3% | +6.1% |
| 30D | -3.1% | +5.9% | -9.1% | -0.2% |
| 3M | -4.4% | -11.7% | +7.3% | -8.0% |
| 6M | +52.9% | -28.7% | +81.6% | +36.7% |
| YTD | +72.0% | -26.4% | +98.4% | +57.9% |
| 1Y | +105.1% | -35.2% | +140.3% | +80.6% |
| 3Y | +220.6% | -79.8% | +300.4% | +99.7% |
| 5Y | +244.8% | -86.1% | +330.9% | +132.8% |
| 10Y | +1,537.1% | -99.5% | +1,636.7% | +328.7% |
| All | +4,939.2% | -100.0% | +5,039.2% | +305.1% |
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