+3,549.0%
LRCX vs SPXL
+1,271.9%
+2,277.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.4% | -1.4% |
| 7D | -3.1% | -2.5% | -0.5% | -1.6% |
| 30D | -8.6% | -4.2% | -4.3% | -6.3% |
| 3M | -17.7% | +8.1% | -25.8% | -20.8% |
| 6M | +36.4% | +35.6% | +0.7% | +15.8% |
| YTD | +74.5% | +28.8% | +45.7% | +53.3% |
| 1Y | +159.4% | +39.8% | +119.6% | +118.4% |
| 3Y | +361.6% | +221.4% | +140.2% | +136.1% |
| 5Y | +425.2% | +146.9% | +278.3% | +187.7% |
| All | +3,549.0% | +1,271.9% | +2,277.2% | +559.9% |
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 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