+203.0%
CDE vs SPXL
+7,537.4%
-7,334.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.2% | 0.0% |
| 7D | -3.1% | -2.5% | -0.6% | -1.9% |
| 30D | +9.5% | -4.2% | +13.7% | +11.7% |
| 3M | +25.5% | +8.1% | +17.4% | +21.5% |
| 6M | -7.9% | +35.6% | -43.5% | -18.9% |
| YTD | +15.6% | +28.8% | -13.2% | +4.6% |
| 1Y | +34.0% | +39.8% | -5.8% | +16.9% |
| 3Y | +791.9% | +221.4% | +570.5% | +414.9% |
| 5Y | +197.7% | +146.9% | +50.8% | +75.1% |
| 10Y | +55.0% | +1,255.8% | -1,200.7% | -69.1% |
| All | +203.0% | +7,537.4% | -7,334.4% | -83.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling