+985.8%
ASX vs SPXL
+1,102.8%
-117.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.5% |
| 7D | +12.4% | +7.4% | +5.0% | +9.1% |
| 30D | -19.8% | -7.8% | -12.0% | -15.9% |
| 3M | -10.3% | -11.9% | +1.6% | -4.0% |
| 6M | +1.2% | -1.7% | +3.0% | +4.5% |
| YTD | +123.0% | +20.8% | +102.2% | +111.5% |
| 1Y | +145.4% | +25.0% | +120.4% | +129.4% |
| 3Y | +368.6% | +226.1% | +142.5% | +193.3% |
| 5Y | +486.0% | +101.1% | +384.9% | +308.9% |
| All | +985.8% | +1,102.8% | -117.1% | +255.5% |
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