+1,315.3%
AMAT vs SPXL
+1,179.5%
+135.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +7.0% | +4.4% | +7.3% |
| 7D | -1.1% | -0.9% | -0.2% | -0.2% |
| 30D | -26.9% | -11.4% | -15.5% | -21.2% |
| 3M | -31.2% | -10.8% | -20.4% | -26.3% |
| 6M | -14.7% | -0.3% | -14.4% | -13.4% |
| YTD | +44.7% | +20.3% | +24.4% | +32.5% |
| 1Y | +62.0% | +24.7% | +37.2% | +45.4% |
| 3Y | +165.0% | +238.6% | -73.6% | +32.8% |
| 5Y | +147.1% | +100.0% | +47.2% | +52.3% |
| 10Y | +1,315.3% | +1,108.4% | +206.8% | +163.3% |
| All | +1,315.3% | +1,179.5% | +135.8% | +163.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 SPXL 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