-88.2%
SPXS vs SOXQ
+279.9%
-368.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.5% | -0.9% |
| 7D | +6.4% | +2.3% | +4.1% | +9.0% |
| 30D | +6.0% | -3.9% | +9.9% | +1.8% |
| 3M | -11.6% | -4.7% | -6.9% | -12.8% |
| 6M | -28.7% | +47.9% | -76.6% | +22.7% |
| YTD | -26.3% | +64.3% | -90.6% | +46.2% |
| 1Y | -34.9% | +95.7% | -130.6% | +64.3% |
| 3Y | -79.5% | +231.5% | -311.0% | +42.3% |
| 5Y | -85.9% | +255.0% | -340.9% | +66.8% |
| All | -88.2% | +279.9% | -368.1% | +46.1% |
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