-18.8%
OPEN vs SPXL
+231.8%
-250.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.9% | -1.2% |
| 7D | +1.0% | +1.5% | -0.5% | -0.2% |
| 30D | -11.9% | -3.7% | -8.2% | -9.0% |
| 3M | -28.8% | +8.1% | -36.9% | -33.0% |
| 6M | -38.6% | +39.0% | -77.6% | -53.2% |
| YTD | -47.3% | +29.9% | -77.3% | -57.6% |
| 1Y | -49.2% | +46.6% | -95.8% | -62.0% |
| 3Y | -18.8% | +230.5% | -249.3% | -76.6% |
| All | -18.8% | +231.8% | -250.5% | -76.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling