-93.3%
OPEN vs SPXL
+100.1%
-193.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.1% | -6.0% | -6.1% |
| 7D | -24.7% | -2.9% | -21.8% | -23.1% |
| 30D | -41.0% | -12.4% | -28.6% | -33.8% |
| 3M | -62.4% | -11.8% | -50.6% | -58.0% |
| 6M | -73.9% | -1.4% | -72.4% | -73.7% |
| YTD | -77.5% | +19.0% | -96.5% | -81.2% |
| 1Y | -83.6% | +18.0% | -101.5% | -86.1% |
| 3Y | -37.0% | +220.0% | -257.0% | -81.7% |
| 5Y | -93.3% | +102.6% | -195.9% | -97.1% |
| All | -93.3% | +100.1% | -193.4% | -97.1% |
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