+325.3%
ASX vs SPXL
+212.3%
+113.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.7% | +5.7% | +6.0% |
| 7D | -19.9% | -8.7% | -11.2% | -14.3% |
| 30D | -30.9% | -16.9% | -14.0% | -21.1% |
| 3M | -15.1% | -15.2% | +0.1% | -4.4% |
| 6M | -6.5% | -5.5% | -1.0% | +0.2% |
| YTD | +98.4% | +12.4% | +86.0% | +92.9% |
| 1Y | +107.9% | +16.9% | +91.0% | +97.6% |
| 3Y | +325.3% | +211.8% | +113.5% | +113.3% |
| All | +325.3% | +212.3% | +113.0% | +113.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling