+85.9%
AXP vs SPXL
+106.3%
-20.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.5% | -1.2% |
| 7D | -2.1% | +9.6% | -11.7% | -5.7% |
| 30D | +2.7% | -9.8% | +12.4% | +6.1% |
| 3M | -7.3% | -9.1% | +1.8% | -4.6% |
| 6M | +1.8% | +1.1% | +0.7% | -0.4% |
| YTD | -13.1% | +22.3% | -35.4% | -21.8% |
| 1Y | -13.7% | +20.3% | -34.0% | -22.0% |
| 3Y | +113.1% | +229.0% | -115.9% | +23.2% |
| 5Y | +85.9% | +103.6% | -17.7% | +19.9% |
| All | +85.9% | +106.3% | -20.4% | +19.9% |
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