+1,055.3%
DELL vs SPXL
+132.3%
+923.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.8% | -3.5% | -4.4% |
| 7D | -1.9% | -6.0% | +4.1% | +1.2% |
| 30D | +14.9% | -5.8% | +20.7% | +18.7% |
| 3M | +37.2% | +10.9% | +26.4% | +30.7% |
| 6M | +254.0% | +31.9% | +222.1% | +209.5% |
| YTD | +306.1% | +25.8% | +280.4% | +263.8% |
| 1Y | +312.3% | +39.8% | +272.5% | +250.4% |
| 3Y | +654.0% | +219.9% | +434.2% | +343.2% |
| 5Y | +1,055.3% | +141.1% | +914.3% | +587.2% |
| All | +1,055.3% | +132.3% | +923.0% | +587.2% |
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