+842.6%
ASX vs SPXL
+1,179.5%
-336.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +7.0% | +1.6% | +5.6% |
| 7D | -12.3% | -0.9% | -11.4% | -11.2% |
| 30D | -26.0% | -11.4% | -14.6% | -21.1% |
| 3M | -8.1% | -10.8% | +2.7% | -2.3% |
| 6M | +1.4% | -0.3% | +1.7% | +4.0% |
| YTD | +115.6% | +20.3% | +95.2% | +104.6% |
| 1Y | +128.0% | +24.7% | +103.3% | +113.1% |
| 3Y | +371.4% | +238.6% | +132.8% | +190.8% |
| 5Y | +469.4% | +100.0% | +369.5% | +298.0% |
| 10Y | +842.6% | +1,108.4% | -265.8% | +191.3% |
| All | +842.6% | +1,179.5% | -336.9% | +191.3% |
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