+1,004.4%
LMT vs SPXL
+7,605.2%
-6,600.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.7% | +2.4% |
| 7D | -1.5% | +1.5% | -3.0% | -1.9% |
| 30D | -8.2% | -3.7% | -4.6% | -7.6% |
| 3M | +3.7% | +8.1% | -4.4% | +1.6% |
| 6M | -19.2% | +39.0% | -58.2% | -25.4% |
| YTD | +12.9% | +29.9% | -17.1% | +5.4% |
| 1Y | +19.8% | +46.6% | -26.8% | +8.6% |
| 3Y | +37.3% | +230.5% | -193.2% | -1.5% |
| 5Y | +74.4% | +140.2% | -65.8% | +24.5% |
| 10Y | +188.9% | +1,168.8% | -979.9% | +19.6% |
| All | +1,004.4% | +7,605.2% | -6,600.8% | +142.3% |
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