+63.3%
LIN vs SPXL
+84.1%
-20.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.9% | -1.3% |
| 7D | +0.2% | -8.7% | +8.9% | +2.0% |
| 30D | +6.5% | -16.9% | +23.4% | +10.6% |
| 3M | +5.5% | -15.2% | +20.7% | +8.8% |
| 6M | +3.3% | -5.5% | +8.8% | +3.3% |
| YTD | +22.0% | +12.4% | +9.6% | +16.1% |
| 1Y | +25.7% | +16.9% | +8.8% | +18.1% |
| 3Y | +36.2% | +211.8% | -175.6% | -7.7% |
| All | +63.3% | +84.1% | -20.8% | +18.6% |
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 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