+314.7%
SPY vs SOXL
+5,340.3%
-5,025.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.2% | -4.4% | +0.1% |
| 7D | -0.8% | +3.9% | -4.6% | -1.4% |
| 30D | -1.1% | -14.3% | +13.2% | +0.5% |
| 3M | +3.9% | -45.6% | +49.5% | +7.7% |
| 6M | +13.6% | +117.2% | -103.6% | -8.4% |
| YTD | +12.7% | +189.8% | -177.2% | -14.4% |
| 1Y | +17.5% | +317.7% | -300.2% | -17.6% |
| 3Y | +76.9% | +478.6% | -401.7% | 0.0% |
| 5Y | +83.6% | +169.5% | -85.9% | -1.1% |
| All | +314.7% | +5,340.3% | -5,025.5% | +13.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling