-15.6%
SPCX vs SOXL
-70.0%
+54.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -8.8% | +5.0% | -2.3% |
| 7D | -6.4% | -37.9% | +31.5% | +0.8% |
| 30D | -20.6% | -59.4% | +38.9% | -9.6% |
| 3M | +8.4% | -52.3% | +60.8% | +19.7% |
| All | -15.6% | -70.0% | +54.4% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXL.
Daily Out/Under-Performance
Portfolio return minus SOXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXL 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 SOXL 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 · Available span rolling