-30.3%
LULU vs SPXL
+29.9%
-60.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.8% | -0.1% | +2.8% |
| 7D | +6.5% | -2.5% | +9.0% | +7.5% |
| 30D | +20.3% | -4.3% | +24.6% | +22.1% |
| 3M | -8.9% | -4.2% | -4.7% | -7.7% |
| 6M | -13.1% | +15.0% | -28.1% | -19.0% |
| YTD | -46.1% | +28.4% | -74.5% | -52.2% |
| 1Y | -30.3% | +30.3% | -60.6% | -39.2% |
| All | -30.3% | +29.9% | -60.1% | -39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling