-24.4%
KVUE vs SPXL
+301.6%
-326.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.1% | +0.4% |
| 7D | -6.1% | -6.0% | -0.1% | -5.6% |
| 30D | -5.6% | -5.8% | +0.2% | -5.1% |
| 3M | -0.3% | +10.9% | -11.2% | -1.4% |
| 6M | +1.4% | +31.9% | -30.5% | -1.9% |
| YTD | +6.7% | +25.8% | -19.0% | +3.6% |
| 1Y | +1.0% | +39.8% | -38.8% | -3.4% |
| 3Y | -5.4% | +219.9% | -225.2% | -26.4% |
| All | -24.4% | +301.6% | -326.1% | -42.6% |
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