+3,800.0%
FIX vs SPXL
+1,179.5%
+2,620.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +7.0% | +2.4% | +6.2% |
| 7D | -7.2% | -0.9% | -6.4% | -7.0% |
| 30D | -35.1% | -11.4% | -23.7% | -31.3% |
| 3M | -34.3% | -10.8% | -23.5% | -30.8% |
| 6M | -42.9% | -0.3% | -42.6% | -42.7% |
| YTD | +19.5% | +20.3% | -0.9% | +10.4% |
| 1Y | +16.8% | +24.7% | -8.0% | +6.6% |
| 3Y | +506.7% | +238.6% | +268.2% | +264.0% |
| 5Y | +1,046.7% | +100.0% | +946.7% | +674.7% |
| 10Y | +3,800.0% | +1,108.4% | +2,691.5% | +825.2% |
| All | +3,800.0% | +1,179.5% | +2,620.5% | +825.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling