+901.5%
LITE vs SPXL
+141.4%
+760.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.2% | +4.7% |
| 7D | -1.5% | +0.1% | -1.6% | -1.7% |
| 30D | +6.7% | -0.9% | +7.5% | +7.1% |
| 3M | -6.8% | +2.0% | -8.8% | -7.4% |
| 6M | +29.4% | +33.5% | -4.1% | +10.2% |
| YTD | +139.1% | +32.2% | +106.9% | +103.4% |
| 1Y | +521.0% | +48.9% | +472.1% | +401.8% |
| 3Y | +1,535.3% | +222.9% | +1,312.4% | +831.2% |
| All | +901.5% | +141.4% | +760.2% | +499.1% |
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 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