+178.6%
SPXL vs SOXQ
+279.9%
-101.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | +0.9% |
| 7D | -6.0% | +2.3% | -8.3% | -8.5% |
| 30D | -5.8% | -3.9% | -1.9% | -2.5% |
| 3M | +10.9% | -4.7% | +15.6% | +10.4% |
| 6M | +31.9% | +47.9% | -16.0% | -22.9% |
| YTD | +25.8% | +64.3% | -38.6% | -35.7% |
| 1Y | +39.8% | +95.7% | -55.9% | -42.5% |
| 3Y | +219.9% | +231.5% | -11.7% | -34.5% |
| 5Y | +141.1% | +255.0% | -113.9% | -52.9% |
| All | +178.6% | +279.9% | -101.3% | -47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling