+580.4%
LITE vs SPXL
+106.3%
+474.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.0% |
| 7D | +22.6% | +9.6% | +13.0% | +16.2% |
| 30D | -36.8% | -9.8% | -27.0% | -31.5% |
| 3M | -33.0% | -9.1% | -24.0% | -28.0% |
| 6M | -37.1% | +1.1% | -38.2% | -36.1% |
| YTD | +69.5% | +22.3% | +47.2% | +53.4% |
| 1Y | +146.1% | +20.3% | +125.8% | +127.2% |
| 3Y | +1,440.8% | +229.0% | +1,211.8% | +798.1% |
| 5Y | +580.4% | +103.6% | +476.9% | +350.9% |
| All | +580.4% | +106.3% | +474.1% | +350.9% |
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