+14.8%
SPY vs SOXL
+49.0%
-34.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -8.8% | +10.5% | +2.2% |
| 7D | -0.7% | -37.9% | +37.2% | +2.2% |
| 30D | -1.0% | -59.4% | +58.4% | +4.3% |
| 3M | -0.3% | -52.3% | +52.0% | +3.3% |
| 6M | +7.3% | -47.7% | +55.0% | +5.2% |
| YTD | +13.3% | +58.8% | -45.4% | -2.3% |
| 1Y | +14.8% | +55.9% | -41.1% | -1.7% |
| All | +14.8% | +49.0% | -34.3% | -1.7% |
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 · 6 months rolling