-0.9%
CCL vs SPXL
+137.2%
-138.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.7% | -1.2% |
| 7D | -4.4% | -1.3% | -3.1% | -3.6% |
| 30D | -18.2% | -5.0% | -13.2% | -15.4% |
| 3M | -17.7% | +7.6% | -25.3% | -21.9% |
| 6M | -13.0% | +33.6% | -46.6% | -28.3% |
| YTD | -24.5% | +28.1% | -52.6% | -36.1% |
| 1Y | -26.9% | +43.6% | -70.6% | -43.2% |
| 3Y | +50.8% | +225.8% | -175.1% | -36.1% |
| 5Y | -0.9% | +140.1% | -141.0% | -52.5% |
| All | -0.9% | +137.2% | -138.1% | -52.5% |
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