+185.4%
SPXL vs SOXQ
+286.7%
-101.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +0.6% |
| 7D | -2.5% | +0.8% | -3.3% | -3.4% |
| 30D | -4.2% | -4.6% | +0.3% | -0.1% |
| 3M | +8.1% | -10.2% | +18.3% | +15.5% |
| 6M | +35.6% | +49.7% | -14.1% | -21.7% |
| YTD | +28.8% | +67.2% | -38.4% | -35.3% |
| 1Y | +39.8% | +98.0% | -58.2% | -43.1% |
| 3Y | +221.4% | +237.2% | -15.8% | -35.3% |
| 5Y | +146.9% | +261.3% | -114.4% | -52.7% |
| All | +185.4% | +286.7% | -101.3% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling