+913.4%
ASX vs SPXL
+1,166.6%
-253.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.7% | +6.8% |
| 7D | +6.3% | +1.5% | +4.9% | +5.6% |
| 30D | +6.4% | -3.7% | +10.1% | +8.0% |
| 3M | +13.1% | +8.1% | +5.0% | +10.2% |
| 6M | +90.3% | +39.0% | +51.2% | +68.0% |
| YTD | +149.6% | +29.9% | +119.7% | +126.2% |
| 1Y | +249.2% | +46.6% | +202.6% | +201.1% |
| 3Y | +445.9% | +230.5% | +215.4% | +233.3% |
| 5Y | +477.7% | +140.2% | +337.6% | +271.4% |
| 10Y | +913.4% | +1,168.8% | -255.4% | +219.7% |
| All | +913.4% | +1,166.6% | -253.2% | +219.7% |
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