+990.2%
IBKR vs SPXL
+1,271.9%
-281.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.4% | -0.2% | +1.3% |
| 7D | -1.3% | -2.5% | +1.2% | -0.4% |
| 30D | -0.2% | -4.2% | +4.0% | +1.4% |
| 3M | +3.0% | +8.1% | -5.2% | -0.2% |
| 6M | +33.9% | +35.6% | -1.7% | +19.3% |
| YTD | +42.5% | +28.8% | +13.7% | +29.7% |
| 1Y | +44.9% | +39.8% | +5.0% | +28.0% |
| 3Y | +293.0% | +221.4% | +71.6% | +152.0% |
| 5Y | +497.7% | +146.9% | +350.7% | +287.2% |
| All | +990.2% | +1,271.9% | -281.7% | +197.1% |
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