+1,402.3%
LITE vs SPXL
+1,107.9%
+294.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.7% | +4.9% | +5.3% |
| 7D | -35.9% | -8.7% | -27.2% | -32.4% |
| 30D | -51.5% | -16.9% | -34.6% | -45.9% |
| 3M | -35.7% | -15.2% | -20.6% | -29.3% |
| 6M | -43.0% | -5.5% | -37.4% | -40.1% |
| YTD | +46.1% | +12.4% | +33.7% | +40.2% |
| 1Y | +124.7% | +16.9% | +107.8% | +113.7% |
| 3Y | +1,172.1% | +211.8% | +960.2% | +687.6% |
| 5Y | +477.0% | +85.6% | +391.4% | +309.2% |
| All | +1,402.3% | +1,107.9% | +294.4% | +205.0% |
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