-10.9%
AXP vs SPXL
+21.4%
-32.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +7.0% | -6.0% | -1.0% |
| 7D | -1.1% | -0.9% | -0.3% | -1.3% |
| 30D | +5.2% | -11.4% | +16.6% | +8.8% |
| 3M | -4.6% | -10.8% | +6.2% | -1.7% |
| 6M | +3.2% | -0.3% | +3.5% | +1.6% |
| YTD | -11.3% | +20.3% | -31.7% | -18.4% |
| All | -10.9% | +21.4% | -32.2% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling