+415.3%
ASX vs SPXL
+84.1%
+331.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.7% | +5.7% | +6.0% |
| 7D | -19.9% | -8.7% | -11.2% | -15.2% |
| 30D | -30.9% | -16.9% | -14.0% | -22.7% |
| 3M | -15.1% | -15.2% | +0.1% | -6.1% |
| 6M | -6.5% | -5.5% | -1.0% | -0.8% |
| YTD | +98.4% | +12.4% | +86.0% | +92.8% |
| 1Y | +107.9% | +16.9% | +91.0% | +97.9% |
| 3Y | +325.3% | +211.8% | +113.5% | +147.3% |
| All | +415.3% | +84.1% | +331.2% | +248.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling